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 | $3,762 |
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 | $51,095 | $84,556-39.6% | $116,228-56.0% | $74,304-31.2% |
| Participation rate | 74.5% | 66.0%+8.4pp | 74.6%-0.1pp | 60.3%+14.1pp |
| Annual return | 19.93% | 18.35%+1.6pp | 90.06%-70.1pp | 29.43%-9.5pp |
| Employer contribution / active EE | $1,609 | $2,168-25.8% | $2,994-46.3% | $2,241-28.2% |
| Participant deferral / active EE | $2,964 | $3,814-22.3% | $4,953-40.2% | $3,767-21.3% |
| Admin fee / account holder | $383 | $3,792-89.9% | $11,989-96.8% | $2,969-87.1% |