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 | $137,068 |
THE MANDMARBLESTONE GROUP LLC3+ years Service code 29 · EIN 20-4780677 1 RAYMOND DRIVE - SUITE 7 · HAVERTOWN, PA 19083 | Legal | $52,764 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $154,446 | $47,126+227.7% | $149,673+3.2% | $74,419+107.5% |
| Participation rate | 100.0% | 63.4%+36.6pp | 78.8%+21.2pp | 70.7%+29.3pp |
| Annual return | 16.73% | 22.75%-6.0pp | 134.42%-117.7pp | 34.38%-17.6pp |
| Employer contribution / active EE | $8,335 | $1,905+337.4% | $4,818+73.0% | $2,637+216.0% |
| Participant deferral / active EE | $6,453 | $2,728+136.6% | $5,680+13.6% | $4,528+42.5% |
| Admin fee / account holder | $148 | $343-56.8% | $13,210-98.9% | $348-57.4% |