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 | $1,650 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $9,532 | $55,415-82.8% | $155,509-93.9% | $74,495-87.2% |
| Participation rate | 75.2% | 61.9%+13.3pp | 78.2%-3.0pp | 67.2%+8.0pp |
| Annual return | 12.13% | 268.50%-256.4pp | 64.67%-52.5pp | 1364.94%-1352.8pp |
| Employer contribution / active EE | $1,592 | $2,267-29.8% | $4,672-65.9% | $2,623-39.3% |
| Participant deferral / active EE | $0 | $2,836-100.0% | $5,626-100.0% | $4,346-100.0% |
| Admin fee / account holder | $79 | $1,738-95.4% | $15,912-99.5% | $1,942-95.9% |