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.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $43,377 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP Service code 27 · EIN 86-0206507 | Advisory (Plan) | $18,646 |
Participant 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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,539 | $106,028-89.1% | $146,958-92.1% | $77,643-85.1% |
| Participation rate | 85.8% | 78.4%+7.5pp | 82.2%+3.7pp | 70.6%+15.3pp |
| Annual return | 21.86% | 56.73%-34.9pp | 418.34%-396.5pp | 31.24%-9.4pp |
| Employer contribution / active EE | $4,507 | $4,063+10.9% | $4,933-8.6% | $2,726+65.4% |
| Participant deferral / active EE | $2,401 | $7,990-70.0% | $8,070-70.2% | $4,647-48.3% |
| Admin fee / account holder | $74 | $337-78.1% | $12,998-99.4% | $430-82.8% |