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 |
|---|---|---|
TRI-AD ACTUARIES, INC.10+ years Service code 13 · EIN 95-2887986 | Contract Administrator | $228,743 |
Filed as: CHARLES SCHWAB INVESTMENT Service code 27 · EIN 94-3106735 | Advisory (Plan) | $19,357 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $10,092 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,395 | $50,815-22.5% | $155,509-74.7% | $77,643-49.3% |
| Participation rate | 91.6% | 63.1%+28.5pp | 78.2%+13.4pp | 70.6%+21.0pp |
| Annual return | 12.60% | 34.80%-22.2pp | 64.67%-52.1pp | 31.24%-18.6pp |
| Employer contribution / active EE | $1,349 | $1,993-32.3% | $4,672-71.1% | $2,726-50.5% |
| Participant deferral / active EE | $3,931 | $2,822+39.3% | $5,626-30.1% | $4,647-15.4% |
| Admin fee / account holder | $183 | $437-58.0% | $15,912-98.8% | $430-57.4% |