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 | $12,801 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $148,799 | $91,762+62.2% | $67,502+120.4% | $77,643+91.6% |
| Participation rate | 86.7% | 75.9%+10.8pp | 72.9%+13.9pp | 70.6%+16.2pp |
| Annual return | 12.24% | 14.87%-2.6pp | 3512.12%-3499.9pp | 31.24%-19.0pp |
| Employer contribution / active EE | $9,562 | $3,181+200.6% | $2,731+250.1% | $2,726+250.8% |
| Participant deferral / active EE | $6,765 | $3,903+73.3% | $4,000+69.1% | $4,647+45.6% |
| Admin fee / account holder | $33 | $176-81.4% | $3,998-99.2% | $430-92.4% |