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 9-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 | $26,413 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $17,661 | $61,272-71.2% | $149,673-88.2% | $71,457-75.3% |
| Participation rate | 89.2% | 62.5%+26.6pp | 78.8%+10.4pp | 67.9%+21.2pp |
| Annual return | 12.11% | 35.85%-23.7pp | 134.42%-122.3pp | 28.85%-16.7pp |
| Employer contribution / active EE | $1,317 | $2,378-44.6% | $4,818-72.7% | $2,588-49.1% |
| Participant deferral / active EE | $2,162 | $2,917-25.9% | $5,680-61.9% | $4,289-49.6% |
| Admin fee / account holder | $113 | $1,261-91.0% | $13,210-99.1% | $1,587-92.9% |