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 | $44,300 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $182,832 | $100,227+82.4% | $169,993+7.6% | $74,419+145.7% |
| Participation rate | 96.9% | 87.3%+9.5pp | 87.0%+9.9pp | 70.7%+26.1pp |
| Annual return | 21.23% | 66.08%-44.8pp | 53.37%-32.1pp | 34.38%-13.1pp |
| Employer contribution / active EE | $3,209 | $4,263-24.7% | $6,785-52.7% | $2,637+21.7% |
| Participant deferral / active EE | $12,621 | $7,143+76.7% | $10,408+21.3% | $4,528+178.7% |
| Admin fee / account holder | $100 | $234-57.5% | $12,815-99.2% | $348-71.4% |