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 4-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 USA Service code 15 · EIN 01-0233346 | Recordkeeping | $2,424 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,794 | $91,407-58.7% | $135,903-72.2% | $71,457-47.1% |
| Participation rate | 100.0% | 75.7%+24.3pp | 81.9%+18.1pp | 67.9%+32.1pp |
| Annual return | 17.56% | 29.90%-12.3pp | 68.23%-50.7pp | 28.85%-11.3pp |
| Employer contribution / active EE | $4,534 | $3,703+22.4% | $4,856-6.6% | $2,588+75.2% |
| Participant deferral / active EE | $7,791 | $7,092+9.8% | $7,758+0.4% | $4,289+81.7% |
| Admin fee / account holder | $400 | $1,266-68.4% | $10,762-96.3% | $1,587-74.8% |