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 | $148 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,215 | $89,739+2.8% | $149,718-38.4% | $62,292+48.0% |
| Participation rate | 55.2% | 85.1%-29.9pp | 87.1%-31.8pp | 69.5%-14.3pp |
| Annual return | 15.97% | 21.01%-5.0pp | 1501.63%-1485.7pp | 28.90%-12.9pp |
| Employer contribution / active EE | $1,171 | $3,233-63.8% | $5,445-78.5% | $2,042-42.6% |
| Participant deferral / active EE | $4,822 | $4,797+0.5% | $6,569-26.6% | $3,169+52.2% |
| Admin fee / account holder | $38 | $551-93.2% | $11,283-99.7% | $479-92.2% |