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 INS. Service code 15 · EIN 01-0233346 | Recordkeeping | $875 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,579 | $40,174-11.4% | $84,015-57.7% | $67,579-47.4% |
| Participation rate | 36.9% | 62.7%-25.8pp | 69.0%-32.1pp | 71.3%-34.4pp |
| Annual return | 19.38% | 25.82%-6.4pp | 71.31%-51.9pp | 378.56%-359.2pp |
| Employer contribution / active EE | $694 | $808-14.1% | $1,983-65.0% | $2,148-67.7% |
| Participant deferral / active EE | $1,187 | $2,301-48.4% | $3,239-63.3% | $3,539-66.5% |
| Admin fee / account holder | $10 | $128-92.4% | $6,101-99.8% | $142-93.1% |