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 10-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 |
|---|---|---|
JOHN HANCOCK LIFE INSURANCE COMPANY10+ years Service code 15 · EIN 01-0233346 | Recordkeeping | $57,846 |
Service code 27 · EIN 86-0588303 | Advisory (Plan) | $34,370 |
PRICE KONG & CO, CPAS PA1 year Filed as: PRICE KONG & CO Service code 10 · EIN 86-0611246 | Accounting | $12,669 |
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 | $36,184 | $82,917-56.4% | $103,333-65.0% | $77,643-53.4% |
| Participation rate | 80.7% | 71.6%+9.1pp | 74.5%+6.1pp | 70.6%+10.1pp |
| Annual return | 15.15% | 19.13%-4.0pp | 24.88%-9.7pp | 31.24%-16.1pp |
| Employer contribution / active EE | $3,015 | $3,552-15.1% | $3,868-22.1% | $2,726+10.6% |
| Participant deferral / active EE | $4,129 | $4,108+0.5% | $5,057-18.4% | $4,647-11.2% |
| Admin fee / account holder | $157 | $638-75.4% | $8,355-98.1% | $430-63.5% |