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 |
|---|---|---|
ASCENSUS LLC1 year Filed as: FUTUREPLAN BY ASCENSUS Service code 16 · EIN 65-3207191 | Consulting | $6,154 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO. Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 14201 | Recordkeeping | $576 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,203 | $82,202-28.0% | $125,339-52.8% | $64,808-8.6% |
| Participation rate | 58.2% | 77.9%-19.7pp | 82.4%-24.2pp | 71.5%-13.3pp |
| Annual return | -17.39% | 3.48%-20.9pp | 572.05%-589.4pp | 32.82%-50.2pp |
| Employer contribution / active EE | $231 | $3,615-93.6% | $4,814-95.2% | $2,506-90.8% |
| Participant deferral / active EE | $6,808 | $7,175-5.1% | $7,446-8.6% | $4,310+58.0% |
| Admin fee / account holder | $16 | $163-90.3% | $10,010-99.8% | $188-91.6% |