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 |
|---|---|---|
Filed as: JOHN HANCOCK LIFE INSURANCE Service code 15 · EIN 01-0233346 | Recordkeeping | $21,885 |
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 | $105,813 | $82,664+28.0% | $125,339-15.6% | $68,494+54.5% |
| Participation rate | 80.3% | 75.0%+5.3pp | 82.4%-2.0pp | 67.9%+12.4pp |
| Annual return | -14.53% | -5.97%-8.6pp | 572.05%-586.6pp | -7.84%-6.7pp |
| Employer contribution / active EE | $5,683 | $3,381+68.1% | $4,814+18.1% | $2,596+118.9% |
| Participant deferral / active EE | $11,807 | $6,110+93.2% | $7,446+58.6% | $4,027+193.2% |
| Admin fee / account holder | $278 | $6,275-95.6% | $10,010-97.2% | $5,403-94.9% |