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 | $46,741 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $206,477 | $129,021+60.0% | $184,203+12.1% | $77,643+165.9% |
| Participation rate | 98.6% | 87.3%+11.2pp | 86.8%+11.7pp | 70.6%+28.0pp |
| Annual return | 16.70% | 33.27%-16.6pp | 28.81%-12.1pp | 31.24%-14.5pp |
| Employer contribution / active EE | $5,690 | $4,413+28.9% | $6,427-11.5% | $2,726+108.7% |
| Participant deferral / active EE | $12,715 | $7,297+74.2% | $9,131+39.3% | $4,647+173.6% |
| Admin fee / account holder | $105 | $254-58.5% | $13,901-99.2% | $430-75.5% |