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 | $1,875 |
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 | $31,640 | $58,083-45.5% | $80,019-60.5% | $56,287-43.8% |
| Participation rate | 72.7% | 73.6%-0.9pp | 75.8%-3.2pp | 69.9%+2.8pp |
| Annual return | 6.78% | 34.61%-27.8pp | 11.22%-4.4pp | -9.96%+16.7pp |
| Employer contribution / active EE | $1,358 | $1,932-29.7% | $2,468-45.0% | $2,111-35.7% |
| Participant deferral / active EE | $2,463 | $3,135-21.4% | $3,686-33.2% | $3,350-26.5% |
| Admin fee / account holder | $175 | $623-71.9% | $6,521-97.3% | $521-66.4% |