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, USA Service code 15 · EIN 01-0233346 | Recordkeeping | $907 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,626 | $61,156-69.5% | $185,823-90.0% | $79,386-76.5% |
| Participation rate | 70.6% | 66.6%+4.0pp | 81.7%-11.1pp | 70.7%-0.1pp |
| Annual return | 14.12% | 19.45%-5.3pp | 122.05%-107.9pp | 116.85%-102.7pp |
| Employer contribution / active EE | $410 | $2,321-82.3% | $5,167-92.1% | $2,427-83.1% |
| Participant deferral / active EE | $1,931 | $2,789-30.8% | $5,568-65.3% | $4,046-52.3% |
| Admin fee / account holder | $75 | $710-89.4% | $16,237-99.5% | $626-88.0% |