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 | $648 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $16,913 | $53,412-68.3% | $68,509-75.3% | $52,331-67.7% |
| Participation rate | 92.0% | 71.7%+20.4pp | 74.7%+17.3pp | 68.1%+23.9pp |
| Annual return | 0.84% | 3.42%-2.6pp | 8.27%-7.4pp | 4.54%-3.7pp |
| Employer contribution / active EE | $568 | $1,607-64.7% | $2,278-75.1% | $1,882-69.8% |
| Participant deferral / active EE | $2,688 | $2,6880% | $3,382-20.5% | $3,022-11.1% |
| Admin fee / account holder | $24 | $461-94.7% | $5,275-99.5% | $592-95.9% |