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 |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 15-3008106 | Recordkeeping | $17,502 |
ARVEST ASSET MANAGEMENT7 years Filed as: ARVEST WEALTH MANAGEMENT Service code 12 PO BOX 1515 · LOWELL, AR 72745 | Recordkeeping and information managem... | $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 | $37,896 | $43,113-12.1% | $82,719-54.2% | $77,904-51.4% |
| Participation rate | 48.8% | 63.8%-15.1pp | 72.6%-23.8pp | 73.7%-24.9pp |
| Annual return | -15.92% | 2.60%-18.5pp | 701.18%-717.1pp | 12.21%-28.1pp |
| Employer contribution / active EE | $1,135 | $1,924-41.0% | $3,009-62.3% | $2,848-60.1% |
| Participant deferral / active EE | $1,562 | $3,057-48.9% | $4,395-64.5% | $4,806-67.5% |
| Admin fee / account holder | $14 | $102-85.9% | $5,329-99.7% | $133-89.1% |