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 LIFE INSURANCE Service code 15 · EIN 01-0233346 | Recordkeeping | $5,431 |
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 | $69,973 | $106,028-34.0% | $146,958-52.4% | $77,643-9.9% |
| Participation rate | 58.0% | 78.4%-20.4pp | 82.2%-24.2pp | 70.6%-12.6pp |
| Annual return | 15.21% | 56.73%-41.5pp | 418.34%-403.1pp | 31.24%-16.0pp |
| Employer contribution / active EE | $1,190 | $4,063-70.7% | $4,933-75.9% | $2,726-56.4% |
| Participant deferral / active EE | $4,488 | $7,990-43.8% | $8,070-44.4% | $4,647-3.4% |
| Admin fee / account holder | $508 | $337+50.5% | $12,998-96.1% | $430+18.0% |