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 | $6,998 |
Annual investment return 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 | $38,191 | $108,549-64.8% | $156,263-75.6% | $85,563-55.4% |
| Participation rate | 86.2% | 77.1%+9.1pp | 78.9%+7.3pp | 66.0%+20.2pp |
| Annual return | 12.37% | 21.79%-9.4pp | 59.47%-47.1pp | 31.51%-19.1pp |
| Employer contribution / active EE | $1,980 | $2,690-26.4% | $4,333-54.3% | $2,654-25.4% |
| Participant deferral / active EE | $5,179 | $4,800+7.9% | $6,158-15.9% | $4,375+18.4% |
| Admin fee / account holder | $16 | $650-97.5% | $14,255-99.9% | $834-98.1% |