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 | $30,905 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,449 | $55,415-63.1% | $155,509-86.9% | $74,495-72.5% |
| Participation rate | 89.9% | 61.9%+28.0pp | 78.2%+11.7pp | 67.2%+22.7pp |
| Annual return | 15.33% | 268.50%-253.2pp | 64.67%-49.3pp | 1364.94%-1349.6pp |
| Employer contribution / active EE | $1,435 | $2,267-36.7% | $4,672-69.3% | $2,623-45.3% |
| Participant deferral / active EE | $2,372 | $2,836-16.4% | $5,626-57.8% | $4,346-45.4% |
| Admin fee / account holder | $125 | $1,738-92.8% | $15,912-99.2% | $1,942-93.6% |