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 |
|---|---|---|
Service code 27 · EIN 61-1758632 | Advisory (Plan) | $9,594 |
JPMORGAN INVEST HOLDINGS LLC2 years Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $6,639 |
Filed as: MANULIFE-JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,165 | $86,944-32.0% | $107,525-45.0% | $74,304-20.4% |
| Participation rate | 45.0% | 59.6%-14.6pp | 75.1%-30.1pp | 60.3%-15.4pp |
| Annual return | 14.56% | 23.52%-9.0pp | 181.32%-166.8pp | 29.43%-14.9pp |
| Employer contribution / active EE | $870 | $2,757-68.4% | $3,754-76.8% | $2,241-61.2% |
| Participant deferral / active EE | $1,894 | $3,554-46.7% | $5,116-63.0% | $3,767-49.7% |
| Admin fee / account holder | $198 | $3,727-94.7% | $8,919-97.8% | $2,969-93.3% |