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 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $5,277 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $165,507 | $104,475+58.4% | $159,436+3.8% | $79,386+108.5% |
| Participation rate | 77.4% | 76.6%+0.7pp | 82.8%-5.5pp | 70.7%+6.7pp |
| Annual return | 13.65% | 67.95%-54.3pp | 263.57%-249.9pp | 116.85%-103.2pp |
| Employer contribution / active EE | $4,441 | $3,417+30.0% | $4,829-8.1% | $2,427+82.9% |
| Participant deferral / active EE | $10,282 | $6,467+59.0% | $7,352+39.8% | $4,046+154.1% |
| Admin fee / account holder | $391 | $711-45.0% | $10,799-96.4% | $626-37.6% |