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 PO BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $1,095 |
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 | $53,035 | $61,156-13.3% | $185,823-71.5% | $79,386-33.2% |
| Participation rate | 54.1% | 66.6%-12.5pp | 81.7%-27.6pp | 70.7%-16.6pp |
| Annual return | 18.58% | 19.45%-0.9pp | 122.05%-103.5pp | 116.85%-98.3pp |
| Employer contribution / active EE | $1,227 | $2,321-47.1% | $5,167-76.3% | $2,427-49.5% |
| Participant deferral / active EE | $1,900 | $2,789-31.9% | $5,568-65.9% | $4,046-53.0% |
| Admin fee / account holder | $481 | $710-32.3% | $16,237-97.0% | $626-23.3% |