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 6-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 | $4,637 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,518 | $54,193-28.9% | $93,606-58.9% | $77,643-50.4% |
| Participation rate | 43.3% | 63.9%-20.6pp | 68.7%-25.4pp | 70.6%-27.2pp |
| Annual return | 20.18% | 30.54%-10.4pp | 133.20%-113.0pp | 31.24%-11.1pp |
| Employer contribution / active EE | $1,342 | $1,168+14.9% | $2,420-44.5% | $2,726-50.8% |
| Participant deferral / active EE | $2,493 | $3,144-20.7% | $4,411-43.5% | $4,647-46.3% |
| Admin fee / account holder | $17 | $576-97.0% | $8,285-99.8% | $430-96.0% |