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 |
|---|---|---|
Service code 26 · EIN 04-2675571 | Advisory (Participants) | $28,604 |
Filed as: JOHN HANCOCK LIFE INS. COMPANY Service code 15 · EIN 01-0233346 | Recordkeeping | $506 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $121,435 | $78,485+54.7% | $106,213+14.3% | $74,495+63.0% |
| Participation rate | 52.1% | 72.8%-20.8pp | 75.3%-23.2pp | 67.2%-15.1pp |
| Annual return | 12.39% | 15.95%-3.6pp | 116.14%-103.8pp | 1364.94%-1352.6pp |
| Employer contribution / active EE | $1,684 | $2,523-33.3% | $3,171-46.9% | $2,623-35.8% |
| Participant deferral / active EE | $3,432 | $4,322-20.6% | $5,016-31.6% | $4,346-21.0% |
| Admin fee / account holder | $539 | $2,232-75.8% | $11,033-95.1% | $1,942-72.2% |