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 USA Service code 15 · EIN 01-0233346 | Recordkeeping | $10,076 |
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 | $58,920 | $50,815+15.9% | $155,509-62.1% | $77,643-24.1% |
| Participation rate | 99.4% | 63.1%+36.3pp | 78.2%+21.2pp | 70.6%+28.8pp |
| Annual return | 15.29% | 34.80%-19.5pp | 64.67%-49.4pp | 31.24%-16.0pp |
| Employer contribution / active EE | $4,980 | $1,993+149.9% | $4,672+6.6% | $2,726+82.7% |
| Participant deferral / active EE | $4,872 | $2,822+72.6% | $5,626-13.4% | $4,647+4.8% |
| Admin fee / account holder | $446 | $437+2.1% | $15,912-97.2% | $430+3.5% |