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 | $2,101 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,155 | $92,703-88.0% | $82,719-86.5% | $134,475-91.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -16.13% | 944.92%-961.1pp | 701.18%-717.3pp | 417.96%-434.1pp |
| Employer contribution / active EE | $4,164 | $3,274+27.2% | $3,009+38.4% | $4,740-12.1% |
| Participant deferral / active EE | $4,830 | $4,802+0.6% | $4,395+9.9% | $6,400-24.5% |
| Admin fee / account holder | $161 | $5,983-97.3% | $5,329-97.0% | $11,426-98.6% |