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) | $30,929 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO. Service code 15 · EIN 01-0233346 | Recordkeeping | $552 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,720 | $58,926+4.7% | $97,226-36.5% | $74,495-17.1% |
| Participation rate | 88.0% | 63.5%+24.5pp | 72.7%+15.3pp | 67.2%+20.8pp |
| Annual return | 12.46% | 16.04%-3.6pp | 75.13%-62.7pp | 1364.94%-1352.5pp |
| Employer contribution / active EE | $4,274 | $1,894+125.6% | $2,729+56.6% | $2,623+62.9% |
| Participant deferral / active EE | $2,391 | $3,664-34.7% | $4,264-43.9% | $4,346-45.0% |
| Admin fee / account holder | $14 | $1,974-99.3% | $5,654-99.7% | $1,942-99.3% |