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 6-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 INS COMPANY (USA) Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $2,573 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,597 | $119,446-81.1% | $150,045-84.9% | $85,563-73.6% |
| Participation rate | 27.3% | 75.4%-48.2pp | 82.3%-55.0pp | 66.0%-38.7pp |
| Annual return | 43.31% | 23.72%+19.6pp | 62.55%-19.2pp | 31.51%+11.8pp |
| Employer contribution / active EE | $1,201 | $4,078-70.5% | $4,693-74.4% | $2,654-54.7% |
| Participant deferral / active EE | $2,016 | $7,985-74.8% | $7,997-74.8% | $4,375-53.9% |
| Admin fee / account holder | $187 | $548-65.8% | $13,435-98.6% | $834-77.5% |