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 Service code 99 · EIN 01-0233346 | Other Fees | $33,372 |
FINANCIAL FITNESS FOR LIFE4 years Service code 99 6201 COLLEGE BLVD SUITE #150 · OVERLAND PARK, KS 66211 | Other Fees | $9,486 |
NWPS1 year Service code 13 · EIN 91-2090931 4025 DELRIDGE WAY SW · SEATTLE, WA 98106 | Contract Administrator | $7,571 |
Filed as: PRIME CAPITAL INVESTMENT AVS LLC Service code 99 6201 COLLEGE BLVD · OVERLAND PARK, KS 66211 | Other Fees | $7,500 |
MATRIX TRUST COMPANY1 year Filed as: MATRIX TRUST Service code 13 · EIN 75-3182674 | Contract Administrator | $954 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,387 | $101,317-36.5% | $146,958-56.2% | $74,495-13.6% |
| Participation rate | 75.7% | 75.5%+0.2pp | 82.2%-6.4pp | 67.2%+8.5pp |
| Annual return | 18.64% | 8730.91%-8712.3pp | 418.34%-399.7pp | 1364.94%-1346.3pp |
| Employer contribution / active EE | $4,928 | $3,810+29.3% | $4,933-0.1% | $2,623+87.9% |
| Participant deferral / active EE | $9,113 | $7,303+24.8% | $8,070+12.9% | $4,346+109.7% |
| Admin fee / account holder | $234 | $1,739-86.6% | $12,998-98.2% | $1,942-88.0% |