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 13-3646501 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $1,074 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,530 | $73,360-40.7% | $177,989-75.5% | $74,495-41.6% |
| Participation rate | 48.6% | 66.6%-18.0pp | 77.1%-28.5pp | 67.2%-18.6pp |
| Annual return | 12.88% | 17.49%-4.6pp | 294.48%-281.6pp | 1364.94%-1352.1pp |
| Employer contribution / active EE | $1,728 | $2,216-22.1% | $3,949-56.2% | $2,623-34.1% |
| Participant deferral / active EE | $3,905 | $4,513-13.5% | $6,276-37.8% | $4,346-10.1% |
| Admin fee / account holder | $83 | $1,808-95.4% | $10,363-99.2% | $1,942-95.7% |