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 | $713 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $30,691 | $111,491-72.5% | $189,513-83.8% | $86,799-64.6% |
| Participation rate | 49.7% | 87.3%-37.6pp | 87.8%-38.1pp | 72.3%-22.5pp |
| Annual return | 117.58% | 83.50%+34.1pp | 555.15%-437.6pp | 97.91%+19.7pp |
| Employer contribution / active EE | $0 | $3,951-100.0% | $6,162-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $4,019 | $6,437-37.6% | $8,221-51.1% | $4,131-2.7% |
| Admin fee / account holder | $74 | $189-60.6% | $12,045-99.4% | $170-56.2% |