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 RETIREMENT PLAN SVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $132,515 |
CAPFINANCIAL PARTNERS LLC3 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $25,000 |
FORVIS MAZARS, LLP2 years Filed as: FORVIS, LLP Service code 10 · EIN 44-0160260 | Accounting | $15,225 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,766 | $89,808+7.7% | $100,391-3.6% | $77,643+24.6% |
| Participation rate | 97.3% | 81.2%+16.1pp | 81.5%+15.8pp | 70.6%+26.7pp |
| Annual return | 19.74% | 20.62%-0.9pp | 49.20%-29.5pp | 31.24%-11.5pp |
| Employer contribution / active EE | $3,553 | $3,039+16.9% | $3,942-9.9% | $2,726+30.3% |
| Participant deferral / active EE | $5,717 | $8,284-31.0% | $8,082-29.3% | $4,647+23.0% |
| Admin fee / account holder | $231 | $174+32.3% | $7,899-97.1% | $430-46.4% |