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 |
|---|---|---|
Service code 26 | Advisory (Participants) | $2,846 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $2,599 |
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 | $109,164 | $84,487+29.2% | $125,339-12.9% | $66,914+63.1% |
| Participation rate | 84.8% | 76.4%+8.4pp | 82.4%+2.4pp | 69.8%+15.0pp |
| Annual return | -15.63% | -8.39%-7.2pp | 572.05%-587.7pp | 1.58%-17.2pp |
| Employer contribution / active EE | $4,004 | $3,553+12.7% | $4,814-16.8% | $2,544+57.4% |
| Participant deferral / active EE | $5,000 | $6,781-26.3% | $7,446-32.9% | $4,237+18.0% |
| Admin fee / account holder | $582 | $685-15.0% | $10,010-94.2% | $593-1.8% |