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 | $349,034 |
Filed as: HAUSER RETIREMENT SOLUTIONS Service code 27 · EIN 47-1534832 | Advisory (Plan) | $65,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,877 | $128,056-68.9% | $146,958-72.9% | $106,382-62.5% |
| Participation rate | 37.4% | 67.2%-29.8pp | 82.2%-44.7pp | 69.9%-32.4pp |
| Annual return | 21.19% | 17.89%+3.3pp | 418.34%-397.2pp | 17.37%+3.8pp |
| Employer contribution / active EE | $1,069 | $3,384-68.4% | $4,933-78.3% | $3,364-68.2% |
| Participant deferral / active EE | $2,497 | $7,674-67.5% | $8,070-69.1% | $5,569-55.2% |
| Admin fee / account holder | $90 | $89+1.8% | $12,998-99.3% | $79+13.9% |