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 | $340 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $221,452 | $61,272+261.4% | $149,673+48.0% | $71,457+209.9% |
| Participation rate | 98.1% | 62.5%+35.6pp | 78.8%+19.3pp | 67.9%+30.2pp |
| Annual return | 15.51% | 35.85%-20.3pp | 134.42%-118.9pp | 28.85%-13.3pp |
| Employer contribution / active EE | $2,005 | $2,378-15.7% | $4,818-58.4% | $2,588-22.5% |
| Participant deferral / active EE | $5,022 | $2,917+72.1% | $5,680-11.6% | $4,289+17.1% |
| Admin fee / account holder | $18 | $1,261-98.6% | $13,210-99.9% | $1,587-98.9% |