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 LIDE INSURANCE COMPANY Service code 15 · EIN 01-0233346 | Recordkeeping | $78,955 |
MATCH GRADE ADVISORS, LLC6 years Service code 26 · EIN 83-1832626 | Advisory (Participants) | $17,215 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,552 | $56,767-32.1% | $101,794-62.1% | $85,563-54.9% |
| Participation rate | 75.9% | 57.6%+18.4pp | 69.2%+6.8pp | 66.0%+10.0pp |
| Annual return | 19.27% | 17.76%+1.5pp | 30.53%-11.3pp | 31.51%-12.2pp |
| Employer contribution / active EE | $391 | $1,112-64.8% | $2,289-82.9% | $2,654-85.3% |
| Participant deferral / active EE | $3,384 | $2,720+24.4% | $4,084-17.1% | $4,375-22.7% |
| Admin fee / account holder | $250 | $1,098-77.2% | $8,777-97.2% | $834-70.0% |