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 USA Service code 15 · EIN 01-0233346 | Recordkeeping | $547 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,106 | $59,584-20.9% | $86,874-45.8% | $79,386-40.7% |
| Participation rate | 35.2% | 67.7%-32.5pp | 71.6%-36.5pp | 70.7%-35.5pp |
| Annual return | 13.01% | 23.15%-10.1pp | 63.52%-50.5pp | 116.85%-103.8pp |
| Employer contribution / active EE | $1,052 | $1,768-40.5% | $2,495-57.8% | $2,427-56.7% |
| Participant deferral / active EE | $2,302 | $3,036-24.2% | $3,699-37.8% | $4,046-43.1% |
| Admin fee / account holder | $297 | $604-50.8% | $5,828-94.9% | $626-52.5% |