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 8-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 |
|---|---|---|
Service code 26 · EIN 83-0700995 | Advisory (Participants) | $54,161 |
QUALIFIED PLAN SERVICES1 year Service code 50 · EIN 45-3916148 | Direct Payment | $9,774 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $1,300 |
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 | $97,176 | $66,098+47.0% | $101,794-4.5% | $74,304+30.8% |
| Participation rate | 93.8% | 53.8%+40.0pp | 69.2%+24.6pp | 60.3%+33.4pp |
| Annual return | 16.71% | 19.59%-2.9pp | 30.53%-13.8pp | 29.43%-12.7pp |
| Employer contribution / active EE | $5,001 | $1,082+362.4% | $2,289+118.5% | $2,241+123.1% |
| Participant deferral / active EE | $3,256 | $2,781+17.1% | $4,084-20.3% | $3,767-13.6% |
| Admin fee / account holder | $992 | $4,146-76.1% | $8,777-88.7% | $2,969-66.6% |