Filed May 22, 2026 (most recent of 2 filings on file)
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $1,068 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,236 | $77,660-57.2% | $109,143-69.5% | $79,386-58.1% |
| Participation rate | 75.4% | 67.8%+7.6pp | 75.9%-0.5pp | 70.7%+4.7pp |
| Annual return | 13.72% | 23.44%-9.7pp | 25.75%-12.0pp | 116.85%-103.1pp |
| Employer contribution / active EE | $2,102 | $2,797-24.9% | $3,722-43.5% | $2,427-13.4% |
| Participant deferral / active EE | $2,289 | $3,518-34.9% | $4,653-50.8% | $4,046-43.4% |
| Admin fee / account holder | $244 | $732-66.7% | $6,752-96.4% | $626-61.1% |