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 Service code 19 · EIN 80-0709115 | Securities Custodian | $22,117 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,465 | $56,317+110.4% | $71,209+66.4% | $74,304+59.4% |
| Participation rate | 56.5% | 55.1%+1.4pp | 73.8%-17.2pp | 60.3%-3.8pp |
| Annual return | 15.50% | 42.83%-27.3pp | 282.51%-267.0pp | 29.43%-13.9pp |
| Employer contribution / active EE | $0 | $2,160-100.0% | $2,721-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $6,508 | $2,788+133.5% | $4,175+55.9% | $3,767+72.8% |
| Admin fee / account holder | $122 | $2,290-94.7% | $5,349-97.7% | $2,969-95.9% |