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 | $36,669 |
Service code 27 · EIN 20-8764829 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $88,790 | $79,171+12.2% | $102,423-13.3% | $74,495+19.2% |
| Participation rate | 57.5% | 74.8%-17.3pp | 76.5%-19.0pp | 67.2%-9.7pp |
| Annual return | 33.65% | 54.93%-21.3pp | 29.32%+4.3pp | 1364.94%-1331.3pp |
| Employer contribution / active EE | $414 | $2,362-82.5% | $3,023-86.3% | $2,623-84.2% |
| Participant deferral / active EE | $2,538 | $4,415-42.5% | $5,053-49.8% | $4,346-41.6% |
| Admin fee / account holder | $390 | $2,001-80.5% | $9,451-95.9% | $1,942-79.9% |