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 P.O. BOX 600 · BUFFALO, NY 14201 | Recordkeeping | $250 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,871 | $49,451-21.4% | $79,550-51.1% | $66,914-41.9% |
| Participation rate | 39.7% | 61.3%-21.7pp | 69.5%-29.8pp | 69.8%-30.1pp |
| Annual return | -18.40% | 84.25%-102.7pp | 0.16%-18.6pp | 1.58%-20.0pp |
| Employer contribution / active EE | $1,231 | $1,266-2.7% | $2,413-49.0% | $2,544-51.6% |
| Participant deferral / active EE | $2,038 | $3,159-35.5% | $3,985-48.9% | $4,237-51.9% |
| Admin fee / account holder | $35 | $595-94.2% | $6,832-99.5% | $593-94.2% |