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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 10-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 | $200 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,871 | $35,986+66.4% | $77,482-22.7% | $73,488-18.5% |
| Participation rate | 20.6% | 40.8%-20.3pp | 54.2%-33.6pp | 70.7%-50.1pp |
| Annual return | 12.49% | 19.26%-6.8pp | 54.79%-42.3pp | 28.51%-16.0pp |
| Employer contribution / active EE | $482 | $557-13.5% | $986-51.1% | $2,270-78.8% |
| Participant deferral / active EE | $880 | $1,198-26.5% | $1,861-52.7% | $3,740-76.5% |
| Admin fee / account holder | $589 | $466+26.5% | $2,858-79.4% | $513+14.9% |