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 | $6,175 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,024 | $47,126-85.1% | $149,673-95.3% | $74,419-90.6% |
| Participation rate | 85.8% | 63.4%+22.4pp | 78.8%+7.1pp | 70.7%+15.1pp |
| Annual return | 25.22% | 22.75%+2.5pp | 134.42%-109.2pp | 34.38%-9.2pp |
| Employer contribution / active EE | $258 | $1,905-86.5% | $4,818-94.6% | $2,637-90.2% |
| Participant deferral / active EE | $4,380 | $2,728+60.6% | $5,680-22.9% | $4,528-3.3% |
| Admin fee / account holder | $71 | $343-79.3% | $13,210-99.5% | $348-79.6% |