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 LLC6 years Filed as: ACCESS RETIREMENT SERVICES Service code 15 · EIN 62-1700633 | Recordkeeping | $12,226 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $2,567 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,426 | $71,142-24.9% | $119,609-55.3% | $64,808-17.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 79.3%+20.7pp | 71.5%+28.5pp |
| Annual return | -16.25% | -10.01%-6.2pp | -14.97%-1.3pp | 32.82%-49.1pp |
| Employer contribution / active EE | $2,971 | $2,497+19.0% | $4,232-29.8% | $2,506+18.6% |
| Participant deferral / active EE | $5,033 | $4,490+12.1% | $5,602-10.2% | $4,310+16.8% |
| Admin fee / account holder | $325 | $162+100.5% | $10,323-96.9% | $188+73.1% |