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 | $1,933 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,168 | $91,407-50.6% | $135,903-66.8% | $71,457-36.8% |
| Participation rate | 93.3% | 75.7%+17.7pp | 81.9%+11.4pp | 67.9%+25.4pp |
| Annual return | 12.95% | 29.90%-16.9pp | 68.23%-55.3pp | 28.85%-15.9pp |
| Employer contribution / active EE | $1,202 | $3,703-67.5% | $4,856-75.2% | $2,588-53.5% |
| Participant deferral / active EE | $3,316 | $7,092-53.2% | $7,758-57.3% | $4,289-22.7% |
| Admin fee / account holder | $37 | $1,266-97.1% | $10,762-99.7% | $1,587-97.7% |