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 7-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 | $39,710 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,657 | $34,934-6.5% | $56,411-42.1% | $74,495-56.2% |
| Participation rate | 63.9% | 32.8%+31.0pp | 52.5%+11.4pp | 67.2%-3.3pp |
| Annual return | 14.09% | 25.94%-11.8pp | 1701.33%-1687.2pp | 1364.94%-1350.9pp |
| Employer contribution / active EE | $199 | $609-67.3% | $1,039-80.8% | $2,623-92.4% |
| Participant deferral / active EE | $1,858 | $1,170+58.7% | $1,952-4.8% | $4,346-57.3% |
| Admin fee / account holder | $269 | $2,364-88.6% | $2,829-90.5% | $1,942-86.1% |