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 | $4,132 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,849 | $71,516-28.9% | $98,439-48.3% | $71,457-28.8% |
| Participation rate | 63.9% | 72.7%-8.8pp | 75.2%-11.2pp | 67.9%-4.0pp |
| Annual return | 19.32% | 32.41%-13.1pp | 21.16%-1.8pp | 28.85%-9.5pp |
| Employer contribution / active EE | $1,581 | $2,399-34.1% | $3,048-48.1% | $2,588-38.9% |
| Participant deferral / active EE | $2,923 | $4,109-28.9% | $4,738-38.3% | $4,289-31.8% |
| Admin fee / account holder | $342 | $1,675-79.6% | $8,948-96.2% | $1,587-78.4% |