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 7-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 CO Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 14201 | Recordkeeping | $554 |
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 | $42,218 | $81,625-48.3% | $167,512-74.8% | $74,304-43.2% |
| Participation rate | 89.7% | 60.0%+29.6pp | 77.1%+12.6pp | 60.3%+29.3pp |
| Annual return | 6.13% | 26.09%-20.0pp | 1615.79%-1609.7pp | 29.43%-23.3pp |
| Employer contribution / active EE | $968 | $2,010-51.8% | $3,882-75.1% | $2,241-56.8% |
| Participant deferral / active EE | $1,831 | $4,115-55.5% | $6,405-71.4% | $3,767-51.4% |
| Admin fee / account holder | $210 | $3,474-93.9% | $9,769-97.8% | $2,969-92.9% |