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 | $4,972 |
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 | $52,601 | $78,485-33.0% | $106,213-50.5% | $74,495-29.4% |
| Participation rate | 61.4% | 72.8%-11.4pp | 75.3%-13.9pp | 67.2%-5.8pp |
| Annual return | 14.35% | 15.95%-1.6pp | 116.14%-101.8pp | 1364.94%-1350.6pp |
| Employer contribution / active EE | $1,488 | $2,523-41.0% | $3,171-53.1% | $2,623-43.3% |
| Participant deferral / active EE | $2,859 | $4,322-33.8% | $5,016-43.0% | $4,346-34.2% |
| Admin fee / account holder | $307 | $2,232-86.2% | $11,033-97.2% | $1,942-84.2% |