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 | $6,837 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,576 | $101,317-30.3% | $146,958-52.0% | $74,495-5.3% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 16.09% | 8730.91%-8714.8pp | 418.34%-402.2pp | 1364.94%-1348.9pp |
| Employer contribution / active EE | $3,943 | $3,810+3.5% | $4,933-20.1% | $2,623+50.3% |
| Participant deferral / active EE | $10,217 | $7,303+39.9% | $8,070+26.6% | $4,346+135.1% |
| Admin fee / account holder | $30 | $1,739-98.3% | $12,998-99.8% | $1,942-98.5% |