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 Service code 15 · EIN 01-0233346 | Recordkeeping | $19,013 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,541 | $86,929+45.6% | $102,423+23.5% | $80,856+56.5% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 34.19% | 18.88%+15.3pp | 29.32%+4.9pp | 35.59%-1.4pp |
| Employer contribution / active EE | $6,787 | $2,369+186.5% | $3,023+124.5% | $2,755+146.4% |
| Participant deferral / active EE | $9,222 | $4,118+123.9% | $5,053+82.5% | $4,296+114.7% |
| Admin fee / account holder | $115 | $8,049-98.6% | $9,451-98.8% | $6,918-98.3% |