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 4-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 | $702 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,027 | $80,724-90.1% | $103,333-92.2% | $74,495-89.2% |
| Participation rate | 100.0% | 65.7%+34.3pp | 74.5%+25.5pp | 67.2%+32.8pp |
| Annual return | 18.25% | 27.56%-9.3pp | 24.88%-6.6pp | 1364.94%-1346.7pp |
| Employer contribution / active EE | $2,799 | $3,157-11.3% | $3,868-27.6% | $2,623+6.7% |
| Participant deferral / active EE | $1,331 | $3,860-65.5% | $5,057-73.7% | $4,346-69.4% |
| Admin fee / account holder | $125 | $2,368-94.7% | $8,355-98.5% | $1,942-93.5% |