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.
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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 |
|---|---|---|
JOHN HANCOCK LIFE INSURANCE COMPANY10+ years Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $0 |
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.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,774 | $89,436+29.4% | $164,813-29.8% | $77,643+49.1% |
| Participation rate | 54.7% | 78.6%-23.9pp | 78.6%-23.9pp | 70.6%-15.8pp |
| Annual return | 18.66% | 28.83%-10.2pp | 69.93%-51.3pp | 31.24%-12.6pp |
| Employer contribution / active EE | $1,357 | $2,569-47.2% | $4,341-68.7% | $2,726-50.2% |
| Participant deferral / active EE | $4,552 | $4,897-7.0% | $6,031-24.5% | $4,647-2.0% |
| Admin fee / account holder | $343 | $339+1.2% | $12,690-97.3% | $430-20.2% |