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 |
|---|---|---|
Filed as: JOHN HANCOCK LIFE INS. COMPANY Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $36,491 |
Filed as: RAYMOND JAMES FSA INC Service code 26 · EIN 59-2937883 880 CARILLON PARKWAY · ST. PETERSBURG, FL 33716 | Advisory (Participants) | $24,311 |
Filed as: FLYNN, SHOJINAGA & ASSOCIATES Service code 99 1320 HARBOR BAY PKWY SUITE 210 · ALAMEDA, CA 94502 | Other Fees | $4,140 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,103 | $84,556+38.5% | $116,228+0.8% | $74,304+57.6% |
| Participation rate | 49.4% | 66.0%-16.6pp | 74.6%-25.2pp | 60.3%-11.0pp |
| Annual return | 15.41% | 18.35%-2.9pp | 90.06%-74.7pp | 29.43%-14.0pp |
| Employer contribution / active EE | $0 | $2,168-100.0% | $2,994-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $2,545 | $3,814-33.3% | $4,953-48.6% | $3,767-32.4% |
| Admin fee / account holder | $580 | $3,792-84.7% | $11,989-95.2% | $2,969-80.5% |