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 | $124,302 |
THE MANDMARBLESTONE GROUP LLC4+ years Service code 29 · EIN 20-4780677 1 RAYMOND DRIVE - SUITE 7 · HAVERTOWN, PA 19083 | Legal | $56,223 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $166,539 | $53,136+213.4% | $155,509+7.1% | $199,593-16.6% |
| Participation rate | 98.5% | 64.1%+34.4pp | 78.2%+20.3pp | 72.0%+26.5pp |
| Annual return | 13.29% | 41.15%-27.9pp | 64.67%-51.4pp | 34.25%-21.0pp |
| Employer contribution / active EE | $8,222 | $1,851+344.2% | $4,672+76.0% | $3,034+171.0% |
| Participant deferral / active EE | $6,467 | $3,161+104.6% | $5,626+14.9% | $5,087+27.1% |
| Admin fee / account holder | $146 | $185-21.0% | $15,912-99.1% | $269-45.5% |