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 |
|---|---|---|
JOHN HANCOCK LIFE INSURANCE COMPANY10+ years Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 14201 | Recordkeeping | $2,824 |
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 | $81,581 | $96,486-15.4% | $153,485-46.8% | $77,643+5.1% |
| Participation rate | 97.8% | 81.6%+16.2pp | 77.1%+20.7pp | 70.6%+27.3pp |
| Annual return | 15.91% | 14.44%+1.5pp | 15.65%+0.3pp | 31.24%-15.3pp |
| Employer contribution / active EE | $5,698 | $5,224+9.1% | $5,039+13.1% | $2,726+109.0% |
| Participant deferral / active EE | $5,955 | $6,609-9.9% | $6,757-11.9% | $4,647+28.1% |
| Admin fee / account holder | $319 | $182+74.8% | $12,724-97.5% | $430-25.9% |