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.
| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $16,498 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $758 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,512 | $53,136-61.4% | $155,509-86.8% | $199,593-89.7% |
| Participation rate | 28.3% | 64.1%-35.8pp | 78.2%-49.9pp | 72.0%-43.7pp |
| Annual return | 13.73% | 41.15%-27.4pp | 64.67%-50.9pp | 34.25%-20.5pp |
| Employer contribution / active EE | $504 | $1,851-72.7% | $4,672-89.2% | $3,034-83.4% |
| Participant deferral / active EE | $1,122 | $3,161-64.5% | $5,626-80.1% | $5,087-78.0% |
| Admin fee / account holder | $40 | $185-78.3% | $15,912-99.7% | $269-85.1% |