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 | $568 |
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 | $144,713 | $101,317+42.8% | $146,958-1.5% | $74,495+94.3% |
| Participation rate | 90.0% | 75.5%+14.5pp | 82.2%+7.8pp | 67.2%+22.8pp |
| Annual return | 13.34% | 8730.91%-8717.6pp | 418.34%-405.0pp | 1364.94%-1351.6pp |
| Employer contribution / active EE | $3,197 | $3,810-16.1% | $4,933-35.2% | $2,623+21.9% |
| Participant deferral / active EE | $6,041 | $7,303-17.3% | $8,070-25.1% | $4,346+39.0% |
| Admin fee / account holder | $774 | $1,739-55.5% | $12,998-94.0% | $1,942-60.2% |