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 USA Service code 15 · EIN 01-0233346 | Recordkeeping | $160 |
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 | $115,036 | $105,181+9.4% | $159,436-27.8% | $85,850+34.0% |
| Participation rate | 86.5% | 75.8%+10.8pp | 82.8%+3.7pp | 69.3%+17.2pp |
| Annual return | 12.62% | 45.07%-32.5pp | 263.57%-251.0pp | 318.53%-305.9pp |
| Employer contribution / active EE | $3,677 | $3,318+10.8% | $4,829-23.9% | $2,565+43.3% |
| Participant deferral / active EE | $7,699 | $5,945+29.5% | $7,352+4.7% | $3,952+94.8% |
| Admin fee / account holder | $361 | $6,933-94.8% | $10,799-96.7% | $6,260-94.2% |