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 COMAPAN Service code 15 · EIN 01-0233346 | Recordkeeping | $607 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,234 | $69,362+54.6% | $101,248+5.9% | $73,488+45.9% |
| Participation rate | 49.2% | 68.4%-19.2pp | 75.8%-26.6pp | 70.7%-21.5pp |
| Annual return | 17.63% | 18.46%-0.8pp | 46.47%-28.8pp | 28.51%-10.9pp |
| Employer contribution / active EE | $1,156 | $2,628-56.0% | $3,660-68.4% | $2,270-49.1% |
| Participant deferral / active EE | $3,618 | $3,300+9.6% | $4,370-17.2% | $3,740-3.3% |
| Admin fee / account holder | $25 | $704-96.4% | $5,945-99.6% | $513-95.0% |