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 |
|---|---|---|
ASCENSUS LLC7 years Service code 15 · EIN 11-3665754 | Recordkeeping | $27,610 |
Service code 27 · EIN 20-8764829 | Advisory (Plan) | $10,799 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $4,424 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,545 | $88,083-69.9% | $164,813-83.9% | $74,495-64.4% |
| Participation rate | 97.4% | 73.0%+24.4pp | 78.6%+18.8pp | 67.2%+30.2pp |
| Annual return | 14.36% | 17.26%-2.9pp | 69.93%-55.6pp | 1364.94%-1350.6pp |
| Employer contribution / active EE | $489 | $2,593-81.1% | $4,341-88.7% | $2,623-81.3% |
| Participant deferral / active EE | $2,678 | $4,498-40.5% | $6,031-55.6% | $4,346-38.4% |
| Admin fee / account holder | $122 | $2,234-94.6% | $12,690-99.0% | $1,942-93.7% |