Filed February 9, 2026
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.
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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 RETIREMENT PLAN SRVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $5,692 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,699 | $65,061+22.5% | $143,757-44.6% | $66,914+19.1% |
| Participation rate | 100.0% | 65.2%+34.8pp | 80.3%+19.7pp | 69.8%+30.2pp |
| Annual return | -15.34% | -11.14%-4.2pp | -0.04%-15.3pp | 1.58%-16.9pp |
| Employer contribution / active EE | $6,798 | $2,361+188.0% | $4,951+37.3% | $2,544+167.2% |
| Participant deferral / active EE | $4,857 | $2,919+66.4% | $5,637-13.8% | $4,237+14.6% |
| Admin fee / account holder | $17 | $502-96.7% | $14,673-99.9% | $593-97.2% |