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 15 · EIN 01-0233346 | Recordkeeping | $510 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $52,951 | $46,072+14.9% | $70,014-24.4% | $55,167-4.0% |
| Participation rate | 68.8% | 67.5%+1.3pp | 71.8%-3.0pp | 69.0%-0.2pp |
| Annual return | 9.85% | 8.68%+1.2pp | 12.99%-3.1pp | 169.23%-159.4pp |
| Employer contribution / active EE | $651 | $1,500-56.6% | $2,338-72.2% | $1,963-66.8% |
| Participant deferral / active EE | $2,812 | $2,344+20.0% | $2,931-4.1% | $3,054-7.9% |
| Admin fee / account holder | $13 | $428-96.9% | $4,380-99.7% | $504-97.4% |