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: JPHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $925 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,151 | $76,050-47.2% | $96,544-58.4% | $71,457-43.8% |
| Participation rate | 99.0% | 74.4%+24.6pp | 76.0%+23.1pp | 67.9%+31.1pp |
| Annual return | 20.36% | 22.81%-2.4pp | 25.84%-5.5pp | 28.85%-8.5pp |
| Employer contribution / active EE | $2,723 | $2,244+21.3% | $2,965-8.2% | $2,588+5.2% |
| Participant deferral / active EE | $4,401 | $4,215+4.4% | $4,851-9.3% | $4,289+2.6% |
| Admin fee / account holder | $423 | $2,707-84.4% | $8,252-94.9% | $1,587-73.4% |