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 4-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 15 · EIN 01-0233346 | Recordkeeping | $22,297 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,475 | $78,485-31.9% | $106,213-49.7% | $74,495-28.2% |
| Participation rate | 90.2% | 72.8%+17.3pp | 75.3%+14.9pp | 67.2%+23.0pp |
| Annual return | 13.56% | 15.95%-2.4pp | 116.14%-102.6pp | 1364.94%-1351.4pp |
| Employer contribution / active EE | $1,643 | $2,523-34.9% | $3,171-48.2% | $2,623-37.4% |
| Participant deferral / active EE | $4,688 | $4,322+8.4% | $5,016-6.5% | $4,346+7.9% |
| Admin fee / account holder | $157 | $2,232-93.0% | $11,033-98.6% | $1,942-91.9% |