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 | $98,434 |
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 | $122,744 | $93,131+31.8% | $106,548+15.2% | $86,799+41.4% |
| Participation rate | 99.0% | 81.4%+17.6pp | 76.1%+22.9pp | 72.3%+26.8pp |
| Annual return | 16.78% | 19.45%-2.7pp | 26.80%-10.0pp | 97.91%-81.1pp |
| Employer contribution / active EE | $2,770 | $2,895-4.3% | $2,819-1.8% | $2,405+15.1% |
| Participant deferral / active EE | $5,793 | $4,708+23.0% | $4,398+31.7% | $4,131+40.2% |
| Admin fee / account holder | $136 | $145-6.2% | $7,407-98.2% | $170-19.7% |