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 7-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 (USA) Service code 15 · EIN 01-0233346 | Recordkeeping | $79,869 |
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 | $30,644 | $48,698-37.1% | $93,606-67.3% | $199,593-84.6% |
| Participation rate | 100.0% | 63.5%+36.5pp | 68.7%+31.3pp | 72.0%+28.0pp |
| Annual return | 14.65% | 15.34%-0.7pp | 133.20%-118.5pp | 34.25%-19.6pp |
| Employer contribution / active EE | $2,076 | $1,135+82.9% | $2,420-14.2% | $3,034-31.6% |
| Participant deferral / active EE | $3,968 | $2,817+40.9% | $4,411-10.0% | $5,087-22.0% |
| Admin fee / account holder | $96 | $195-50.8% | $8,285-98.8% | $269-64.3% |