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 Filed as: JOHN HANCOCK LIFE INSURANCE CO. NY Service code 15 · EIN 13-3646501 | Recordkeeping | $5,442 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $51,590 | $80,724-36.1% | $103,333-50.1% | $74,495-30.7% |
| Participation rate | 65.2% | 65.7%-0.5pp | 74.5%-9.3pp | 67.2%-2.0pp |
| Annual return | 12.99% | 27.56%-14.6pp | 24.88%-11.9pp | 1364.94%-1352.0pp |
| Employer contribution / active EE | $2,288 | $3,157-27.5% | $3,868-40.8% | $2,623-12.8% |
| Participant deferral / active EE | $3,564 | $3,860-7.7% | $5,057-29.5% | $4,346-18.0% |
| Admin fee / account holder | $514 | $2,368-78.3% | $8,355-93.9% | $1,942-73.5% |