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) | $26,803 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO. Service code 15 · EIN 01-0233346 | Recordkeeping | $375 |
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 | $57,971 | $51,315+13.0% | $95,745-39.5% | $71,457-18.9% |
| Participation rate | 87.6% | 63.0%+24.6pp | 72.3%+15.3pp | 67.9%+19.7pp |
| Annual return | 13.91% | 25.26%-11.4pp | 28.35%-14.4pp | 28.85%-14.9pp |
| Employer contribution / active EE | $0 | $1,819-100.0% | $2,835-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $2,243 | $3,358-33.2% | $4,245-47.2% | $4,289-47.7% |
| Admin fee / account holder | $8 | $1,137-99.3% | $5,678-99.9% | $1,587-99.5% |