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 USA Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 14201 | Recordkeeping | $750 |
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 | $58,298 | $54,193+7.6% | $93,606-37.7% | $77,643-24.9% |
| Participation rate | 26.9% | 63.9%-37.0pp | 68.7%-41.8pp | 70.6%-43.6pp |
| Annual return | 13.10% | 30.54%-17.4pp | 133.20%-120.1pp | 31.24%-18.1pp |
| Employer contribution / active EE | $835 | $1,168-28.5% | $2,420-65.5% | $2,726-69.4% |
| Participant deferral / active EE | $1,513 | $3,144-51.9% | $4,411-65.7% | $4,647-67.4% |
| Admin fee / account holder | $563 | $576-2.2% | $8,285-93.2% | $430+30.8% |