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 CO USA Service code 15 · EIN 01-0233346 | Recordkeeping | $2,872 |
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 | $56,766 | $84,487-32.8% | $125,339-54.7% | $66,914-15.2% |
| Participation rate | 63.8% | 76.4%-12.6pp | 82.4%-18.5pp | 69.8%-6.0pp |
| Annual return | -15.21% | -8.39%-6.8pp | 572.05%-587.3pp | 1.58%-16.8pp |
| Employer contribution / active EE | $3,085 | $3,553-13.2% | $4,814-35.9% | $2,544+21.3% |
| Participant deferral / active EE | $7,344 | $6,781+8.3% | $7,446-1.4% | $4,237+73.3% |
| Admin fee / account holder | $379 | $685-44.7% | $10,010-96.2% | $593-36.2% |