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 | $350 |
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 | $51,369 | $84,487-39.2% | $125,339-59.0% | $66,914-23.2% |
| Participation rate | 100.0% | 76.4%+23.6pp | 82.4%+17.6pp | 69.8%+30.2pp |
| Annual return | -17.19% | -8.39%-8.8pp | 572.05%-589.2pp | 1.58%-18.8pp |
| Employer contribution / active EE | $5,174 | $3,553+45.6% | $4,814+7.5% | $2,544+103.4% |
| Participant deferral / active EE | $6,367 | $6,781-6.1% | $7,446-14.5% | $4,237+50.3% |
| Admin fee / account holder | $380 | $685-44.5% | $10,010-96.2% | $593-36.0% |