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 | $5,396 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,739 | $64,612+6.4% | $86,436-20.5% | $64,808+6.1% |
| Participation rate | 94.0% | 81.5%+12.5pp | 80.3%+13.7pp | 71.5%+22.5pp |
| Annual return | -20.81% | 0.66%-21.5pp | 4394.89%-4415.7pp | 32.82%-53.6pp |
| Employer contribution / active EE | $2,582 | $2,744-5.9% | $3,769-31.5% | $2,506+3.1% |
| Participant deferral / active EE | $7,748 | $7,497+3.4% | $6,952+11.5% | $4,310+79.8% |
| Admin fee / account holder | $14 | $169-91.8% | $6,731-99.8% | $188-92.6% |