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 | Recordkeeping | $196 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $227,086 | $102,317+121.9% | $146,958+54.5% | $80,856+180.9% |
| Participation rate | 82.6% | 75.8%+6.7pp | 82.2%+0.4pp | 67.6%+14.9pp |
| Annual return | 15.59% | 134.76%-119.2pp | 418.34%-402.7pp | 35.59%-20.0pp |
| Employer contribution / active EE | $2,371 | $3,713-36.2% | $4,933-51.9% | $2,755-13.9% |
| Participant deferral / active EE | $8,991 | $6,644+35.3% | $8,070+11.4% | $4,296+109.3% |
| Admin fee / account holder | $230 | $7,941-97.1% | $12,998-98.2% | $6,918-96.7% |