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 8-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 | $711 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $5,864 | $64,707-90.9% | $112,228-94.8% | $68,494-91.4% |
| Participation rate | 85.1% | 67.2%+17.9pp | 75.1%+10.0pp | 67.9%+17.2pp |
| Annual return | -16.25% | -11.40%-4.8pp | 27.45%-43.7pp | -7.84%-8.4pp |
| Employer contribution / active EE | $1,927 | $2,746-29.8% | $3,635-47.0% | $2,596-25.8% |
| Participant deferral / active EE | $2,335 | $3,565-34.5% | $4,728-50.6% | $4,027-42.0% |
| Admin fee / account holder | $89 | $5,232-98.3% | $6,410-98.6% | $5,403-98.4% |