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 | $0 |
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 | $52,407 | $53,165-1.4% | $86,188-39.2% | $74,419-29.6% |
| Participation rate | 27.8% | 64.9%-37.1pp | 69.0%-41.2pp | 70.7%-42.9pp |
| Annual return | 15.99% | 22.64%-6.6pp | 1168.45%-1152.5pp | 34.38%-18.4pp |
| Employer contribution / active EE | $883 | $1,210-27.0% | $2,380-62.9% | $2,637-66.5% |
| Participant deferral / active EE | $1,575 | $3,234-51.3% | $3,985-60.5% | $4,528-65.2% |
| Admin fee / account holder | $155 | $551-72.0% | $6,852-97.7% | $348-55.6% |