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 | $296 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $216,912 | $49,915+334.6% | $154,803+40.1% | $74,304+191.9% |
| Participation rate | 83.1% | 54.0%+29.1pp | 78.1%+5.0pp | 60.3%+22.7pp |
| Annual return | 15.59% | 34.06%-18.5pp | 58.88%-43.3pp | 29.43%-13.8pp |
| Employer contribution / active EE | $2,062 | $1,611+28.0% | $4,305-52.1% | $2,241-8.0% |
| Participant deferral / active EE | $4,801 | $2,255+112.9% | $5,540-13.4% | $3,767+27.4% |
| Admin fee / account holder | $17 | $2,189-99.2% | $14,329-99.9% | $2,969-99.4% |