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 | $41,766 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $168,042 | $86,897+93.4% | $151,611+10.8% | $64,808+159.3% |
| Participation rate | 96.5% | 87.3%+9.2pp | 87.5%+9.0pp | 71.5%+25.0pp |
| Annual return | -16.28% | -3.57%-12.7pp | 3.33%-19.6pp | 32.82%-49.1pp |
| Employer contribution / active EE | $7,899 | $4,010+97.0% | $6,166+28.1% | $2,506+215.2% |
| Participant deferral / active EE | $11,960 | $6,690+78.8% | $8,363+43.0% | $4,310+177.5% |
| Admin fee / account holder | $99 | $153-35.0% | $11,616-99.1% | $188-47.0% |