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 | $1,450 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,143 | $53,136-62.1% | $155,509-87.0% | $199,593-89.9% |
| Participation rate | 12.8% | 64.1%-51.3pp | 78.2%-65.4pp | 72.0%-59.1pp |
| Annual return | 19.41% | 41.15%-21.7pp | 64.67%-45.3pp | 34.25%-14.8pp |
| Employer contribution / active EE | $327 | $1,851-82.4% | $4,672-93.0% | $3,034-89.2% |
| Participant deferral / active EE | $662 | $3,161-79.0% | $5,626-88.2% | $5,087-87.0% |
| Admin fee / account holder | $23 | $185-87.4% | $15,912-99.9% | $269-91.3% |