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 P.O. BOX 600 · BUFFALO, NY 14201 | Recordkeeping | $586 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $152,543 | $59,417+156.7% | $93,606+63.0% | $74,495+104.8% |
| Participation rate | 82.2% | 59.7%+22.6pp | 68.7%+13.5pp | 67.2%+15.0pp |
| Annual return | 22.39% | 81.83%-59.4pp | 133.20%-110.8pp | 1364.94%-1342.6pp |
| Employer contribution / active EE | $1,759 | $1,264+39.2% | $2,420-27.3% | $2,623-32.9% |
| Participant deferral / active EE | $5,245 | $3,050+72.0% | $4,411+18.9% | $4,346+20.7% |
| Admin fee / account holder | $72 | $3,021-97.6% | $8,285-99.1% | $1,942-96.3% |