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 15 · EIN 01-0233346 | Recordkeeping | $60,332 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $220,497 | $84,556+160.8% | $116,228+89.7% | $74,304+196.7% |
| Participation rate | 97.6% | 66.0%+31.6pp | 74.6%+23.1pp | 60.3%+37.3pp |
| Annual return | 16.26% | 18.35%-2.1pp | 90.06%-73.8pp | 29.43%-13.2pp |
| Employer contribution / active EE | $5,464 | $2,168+152.1% | $2,994+82.5% | $2,241+143.8% |
| Participant deferral / active EE | $15,502 | $3,814+306.4% | $4,953+213.0% | $3,767+311.5% |
| Admin fee / account holder | $174 | $3,792-95.4% | $11,989-98.5% | $2,969-94.1% |