See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $114,130 |
DA DAVIDSON & CO6 years Filed as: D. A. DAVIDSON & CO. Service code 27 · EIN 81-0139474 | Advisory (Plan) | $30,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,204 | $130,141-58.4% | $86,677-37.5% | $77,904-30.4% |
| Participation rate | 90.3% | 85.9%+4.4pp | 76.6%+13.7pp | 73.7%+16.6pp |
| Annual return | -14.49% | -12.75%-1.7pp | 35.91%-50.4pp | 12.21%-26.7pp |
| Employer contribution / active EE | $2,026 | $3,220-37.1% | $2,836-28.6% | $2,848-28.8% |
| Participant deferral / active EE | $3,618 | $5,757-37.2% | $4,656-22.3% | $4,806-24.7% |
| Admin fee / account holder | $114 | $132-13.3% | $7,493-98.5% | $133-13.8% |