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.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $4,911 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $26,983 | $50,815-46.9% | $155,509-82.6% | $77,643-65.2% |
| Participation rate | 27.4% | 63.1%-35.7pp | 78.2%-50.8pp | 70.6%-43.2pp |
| Annual return | 0.00% | 34.80%-34.8pp | 64.67%-64.7pp | 31.24%-31.2pp |
| Employer contribution / active EE | $51 | $1,993-97.4% | $4,672-98.9% | $2,726-98.1% |
| Participant deferral / active EE | $922 | $2,822-67.3% | $5,626-83.6% | $4,647-80.2% |
| Admin fee / account holder | $45 | $437-89.8% | $15,912-99.7% | $430-89.6% |