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 |
|---|---|---|
SALTMARSH, CLEVELAND & GUND5 years Filed as: SALTMARSH, CLEAVELAND & GUND Service code 10 · EIN 59-2922169 | Accounting | $10,800 |
Service code 10 · EIN 59-3560915 | Accounting | $7,508 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO. USA Service code 15 · EIN 01-0233346 | Recordkeeping | $5,278 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,675 | $69,362-8.2% | $101,248-37.1% | $73,488-13.4% |
| Participation rate | 99.1% | 68.4%+30.7pp | 75.8%+23.3pp | 70.7%+28.5pp |
| Annual return | 14.84% | 18.46%-3.6pp | 46.47%-31.6pp | 28.51%-13.7pp |
| Employer contribution / active EE | $1,723 | $2,628-34.4% | $3,660-52.9% | $2,270-24.1% |
| Participant deferral / active EE | $5,046 | $3,300+52.9% | $4,370+15.5% | $3,740+35.0% |
| Admin fee / account holder | $89 | $704-87.3% | $5,945-98.5% | $513-82.6% |