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 | $5,172 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,243 | $76,050+75.2% | $96,544+38.0% | $71,457+86.5% |
| Participation rate | 100.0% | 74.4%+25.6pp | 76.0%+24.0pp | 67.9%+32.1pp |
| Annual return | 14.95% | 22.81%-7.9pp | 25.84%-10.9pp | 28.85%-13.9pp |
| Employer contribution / active EE | $6,251 | $2,244+178.5% | $2,965+110.8% | $2,588+141.6% |
| Participant deferral / active EE | $2,247 | $4,215-46.7% | $4,851-53.7% | $4,289-47.6% |
| Admin fee / account holder | $484 | $2,707-82.1% | $8,252-94.1% | $1,587-69.5% |