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 Service code 15 · EIN 01-0233346 | Recordkeeping | $49,989 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $197,325 | $78,485+151.4% | $106,213+85.8% | $74,495+164.9% |
| Participation rate | 96.6% | 72.8%+23.8pp | 75.3%+21.3pp | 67.2%+29.4pp |
| Annual return | 14.19% | 15.95%-1.8pp | 116.14%-102.0pp | 1364.94%-1350.8pp |
| Employer contribution / active EE | $8,220 | $2,523+225.9% | $3,171+159.2% | $2,623+213.4% |
| Participant deferral / active EE | $13,314 | $4,322+208.0% | $5,016+165.4% | $4,346+206.4% |
| Admin fee / account holder | $262 | $2,232-88.3% | $11,033-97.6% | $1,942-86.5% |