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 | $2,135 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,946 | $60,776-24.4% | $85,682-46.4% | $79,386-42.1% |
| Participation rate | 99.3% | 62.1%+37.2pp | 69.9%+29.5pp | 70.7%+28.6pp |
| Annual return | 9.78% | 16.57%-6.8pp | 21.49%-11.7pp | 116.85%-107.1pp |
| Employer contribution / active EE | $3,701 | $1,663+122.5% | $2,618+41.4% | $2,427+52.5% |
| Participant deferral / active EE | $1,587 | $2,919-45.6% | $3,923-59.5% | $4,046-60.8% |
| Admin fee / account holder | $32 | $438-92.6% | $6,873-99.5% | $626-94.9% |