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 6-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 01-0233346 | Recordkeeping | $47,703 |
USI CONSULTING GROUP1 year Filed as: USI ADVISORS, INC. Service code 27 · EIN 06-1397347 | Advisory (Plan) | $14,128 |
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 | $18,447 | $64,286-71.3% | $90,951-79.7% | $73,409-74.9% |
| Participation rate | 75.1% | 63.6%+11.5pp | 69.0%+6.0pp | 72.2%+2.9pp |
| Annual return | 60.40% | 21.45%+38.9pp | 134.60%-74.2pp | 59.29%+1.1pp |
| Employer contribution / active EE | $288 | $895-67.9% | $2,122-86.5% | $2,234-87.1% |
| Participant deferral / active EE | $1,903 | $2,453-22.4% | $3,373-43.6% | $3,805-50.0% |
| Admin fee / account holder | $168 | $287-41.6% | $5,959-97.2% | $158+6.1% |