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 | $14,542 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $10,127 | $53,136-80.9% | $155,509-93.5% | $199,593-94.9% |
| Participation rate | 74.8% | 64.1%+10.7pp | 78.2%-3.4pp | 72.0%+2.8pp |
| Annual return | 12.87% | 41.15%-28.3pp | 64.67%-51.8pp | 34.25%-21.4pp |
| Employer contribution / active EE | $224 | $1,851-87.9% | $4,672-95.2% | $3,034-92.6% |
| Participant deferral / active EE | $1,777 | $3,161-43.8% | $5,626-68.4% | $5,087-65.1% |
| Admin fee / account holder | $137 | $185-26.3% | $15,912-99.1% | $269-49.2% |