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 |
|---|---|---|
ERISA SERVICES, INC.1+ years Service code 15 · EIN 62-1200951 | Recordkeeping | $5,294 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $958 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,624 | $54,320-36.3% | $67,652-48.8% | $52,331-33.8% |
| Participation rate | 99.0% | 73.6%+25.4pp | 75.7%+23.4pp | 68.1%+30.9pp |
| Annual return | -0.52% | 6.81%-7.3pp | 6625.04%-6625.6pp | 4.54%-5.1pp |
| Employer contribution / active EE | $2,641 | $1,544+71.0% | $2,266+16.6% | $1,882+40.3% |
| Participant deferral / active EE | $2,309 | $2,950-21.7% | $3,560-35.1% | $3,022-23.6% |
| Admin fee / account holder | $0 | $527-100.0% | $4,821-100.0% | $592-100.0% |