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 USA Service code 15 · EIN 01-0233346 | Recordkeeping | $6,388 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $19,483 | $56,485-65.5% | $185,823-89.5% | $86,799-77.6% |
| Participation rate | 57.3% | 65.5%-8.1pp | 81.7%-24.4pp | 72.3%-14.9pp |
| Annual return | 22.23% | 118.04%-95.8pp | 122.05%-99.8pp | 97.91%-75.7pp |
| Employer contribution / active EE | $1,316 | $1,843-28.6% | $5,167-74.5% | $2,405-45.3% |
| Participant deferral / active EE | $661 | $2,553-74.1% | $5,568-88.1% | $4,131-84.0% |
| Admin fee / account holder | $150 | $150+0.5% | $16,237-99.1% | $170-11.4% |