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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 | $926 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,163 | $57,651-66.8% | $112,229-82.9% | $71,457-73.2% |
| Participation rate | 76.0% | 58.9%+17.1pp | 72.4%+3.6pp | 67.9%+8.1pp |
| Annual return | 11.82% | 18.32%-6.5pp | 30.20%-18.4pp | 28.85%-17.0pp |
| Employer contribution / active EE | $618 | $1,913-67.7% | $3,430-82.0% | $2,588-76.1% |
| Participant deferral / active EE | $1,709 | $2,863-40.3% | $4,798-64.4% | $4,289-60.2% |
| Admin fee / account holder | $184 | $1,581-88.4% | $7,748-97.6% | $1,587-88.4% |