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 | $73,282 |
Plan reported corrective distributions (failed ADP/ACP testing).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,197 | $119,446-1.9% | $150,045-21.9% | $85,563+37.0% |
| Participation rate | 99.2% | 75.4%+23.8pp | 82.3%+16.9pp | 66.0%+33.3pp |
| Annual return | 18.80% | 23.72%-4.9pp | 62.55%-43.7pp | 31.51%-12.7pp |
| Employer contribution / active EE | $7,887 | $4,078+93.4% | $4,693+68.0% | $2,654+197.2% |
| Participant deferral / active EE | $22,988 | $7,985+187.9% | $7,997+187.5% | $4,375+425.4% |
| Admin fee / account holder | $190 | $548-65.2% | $13,435-98.6% | $834-77.2% |