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 8-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 | $74,695 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,695 | $43,113+10.6% | $82,719-42.3% | $77,904-38.8% |
| Participation rate | 96.4% | 63.8%+32.5pp | 72.6%+23.8pp | 73.7%+22.7pp |
| Annual return | -14.50% | 2.60%-17.1pp | 701.18%-715.7pp | 12.21%-26.7pp |
| Employer contribution / active EE | $0 | $1,924-100.0% | $3,009-100.0% | $2,848-100.0% |
| Participant deferral / active EE | $5,198 | $3,057+70.0% | $4,395+18.3% | $4,806+8.2% |
| Admin fee / account holder | $21 | $102-79.2% | $5,329-99.6% | $133-84.0% |