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 | $43,788 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $213,205 | $111,491+91.2% | $189,513+12.5% | $86,799+145.6% |
| Participation rate | 97.1% | 87.3%+9.7pp | 87.8%+9.3pp | 72.3%+24.8pp |
| Annual return | 16.17% | 83.50%-67.3pp | 555.15%-539.0pp | 97.91%-81.7pp |
| Employer contribution / active EE | $7,359 | $3,951+86.2% | $6,162+19.4% | $2,405+205.9% |
| Participant deferral / active EE | $11,116 | $6,437+72.7% | $8,221+35.2% | $4,131+169.1% |
| Admin fee / account holder | $111 | $189-41.1% | $12,045-99.1% | $170-34.5% |