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 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 RETIREMENT PLAN SVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $71,078 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,271 | $98,727-50.1% | $113,168-56.5% | $85,563-42.4% |
| Participation rate | 61.0% | 80.8%-19.8pp | 76.6%-15.6pp | 66.0%-5.0pp |
| Annual return | 13.80% | 17.43%-3.6pp | 24.27%-10.5pp | 31.51%-17.7pp |
| Employer contribution / active EE | $1,193 | $2,907-59.0% | $2,975-59.9% | $2,654-55.0% |
| Participant deferral / active EE | $2,898 | $5,424-46.6% | $5,107-43.3% | $4,375-33.8% |
| Admin fee / account holder | $148 | $357-58.5% | $12,068-98.8% | $834-82.2% |