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 |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $355 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,937 | $58,879-79.7% | $178,490-93.3% | $73,488-83.8% |
| Participation rate | 95.6% | 66.2%+29.4pp | 81.9%+13.7pp | 70.7%+24.9pp |
| Annual return | 17.84% | 24.86%-7.0pp | 151.07%-133.2pp | 28.51%-10.7pp |
| Employer contribution / active EE | $1,062 | $2,236-52.5% | $5,011-78.8% | $2,270-53.2% |
| Participant deferral / active EE | $923 | $2,567-64.0% | $5,202-82.2% | $3,740-75.3% |
| Admin fee / account holder | $88 | $400-78.1% | $13,984-99.4% | $513-82.9% |