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 4-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 80-0709115 | Recordkeeping | $132,862 |
THE MANDMARBLESTONE GROUP LLC2+ years Service code 29 · EIN 20-4780677 1 RAYMOND DRIVE - SUITE 7 · HAVERTOWN, PA 19083 | Legal | $64,442 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,003 | $46,292+193.8% | $143,757-5.4% | $64,808+109.9% |
| Participation rate | 98.7% | 64.2%+34.5pp | 80.3%+18.4pp | 71.5%+27.2pp |
| Annual return | 3.07% | -10.05%+13.1pp | -0.04%+3.1pp | 32.82%-29.8pp |
| Employer contribution / active EE | $7,757 | $1,910+306.2% | $4,951+56.7% | $2,506+209.5% |
| Participant deferral / active EE | $6,208 | $2,646+134.7% | $5,637+10.1% | $4,310+44.0% |
| Admin fee / account holder | $160 | $154+3.8% | $14,673-98.9% | $188-15.0% |