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 | $322 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,278 | $65,409+47.2% | $98,442-2.2% | $85,850+12.1% |
| Participation rate | 61.1% | 65.0%-3.9pp | 73.3%-12.2pp | 69.3%-8.2pp |
| Annual return | 12.39% | 21.76%-9.4pp | 1492.73%-1480.3pp | 318.53%-306.1pp |
| Employer contribution / active EE | $1,801 | $2,168-16.9% | $2,960-39.2% | $2,565-29.8% |
| Participant deferral / active EE | $4,523 | $3,166+42.9% | $4,276+5.8% | $3,952+14.5% |
| Admin fee / account holder | $92 | $4,593-98.0% | $5,949-98.5% | $6,260-98.5% |