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 COMPANY11+ years Service code 15 · EIN 01-0233346 | Recordkeeping | $1,636 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $237,853 | $100,923+135.7% | $150,045+58.5% | $74,304+220.1% |
| Participation rate | 71.3% | 70.1%+1.2pp | 82.3%-11.0pp | 60.3%+11.0pp |
| Annual return | 15.93% | 51.77%-35.8pp | 62.55%-46.6pp | 29.43%-13.5pp |
| Employer contribution / active EE | $3,196 | $3,463-7.7% | $4,693-31.9% | $2,241+42.6% |
| Participant deferral / active EE | $9,685 | $6,709+44.3% | $7,997+21.1% | $3,767+157.1% |
| Admin fee / account holder | $144 | $2,767-94.8% | $13,435-98.9% | $2,969-95.1% |