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 | $30,883 |
Filed as: CARR WEALTH MANAGEMENT Service code 27 1776 PLEASANT PLAIN ROAD · FAIRFIELD, IA 52556 | Advisory (Plan) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,594 | $66,098+6.8% | $101,794-30.7% | $74,304-5.0% |
| Participation rate | 76.9% | 53.8%+23.2pp | 69.2%+7.7pp | 60.3%+16.6pp |
| Annual return | 16.64% | 19.59%-2.9pp | 30.53%-13.9pp | 29.43%-12.8pp |
| Employer contribution / active EE | $0 | $1,082-100.0% | $2,289-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $5,131 | $2,781+84.5% | $4,084+25.6% | $3,767+36.2% |
| Admin fee / account holder | $271 | $4,146-93.5% | $8,777-96.9% | $2,969-90.9% |