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 6-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 | $11,607 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,828 | $40,174-55.6% | $84,015-78.8% | $67,579-73.6% |
| Participation rate | 71.5% | 62.7%+8.8pp | 69.0%+2.5pp | 71.3%+0.2pp |
| Annual return | 0.00% | 25.82%-25.8pp | 71.31%-71.3pp | 378.56%-378.6pp |
| Employer contribution / active EE | $563 | $808-30.3% | $1,983-71.6% | $2,148-73.8% |
| Participant deferral / active EE | $11,051 | $2,301+380.3% | $3,239+241.2% | $3,539+212.2% |
| Admin fee / account holder | $53 | $128-58.6% | $6,101-99.1% | $142-62.7% |