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 CO Service code 15 · EIN 01-0233346 | Recordkeeping | $3,375 |
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 | $80,879 | $81,625-0.9% | $167,512-51.7% | $74,304+8.8% |
| Participation rate | 92.9% | 60.0%+32.9pp | 77.1%+15.9pp | 60.3%+32.6pp |
| Annual return | 17.55% | 26.09%-8.5pp | 1615.79%-1598.2pp | 29.43%-11.9pp |
| Employer contribution / active EE | $2,619 | $2,010+30.3% | $3,882-32.5% | $2,241+16.8% |
| Participant deferral / active EE | $4,617 | $4,115+12.2% | $6,405-27.9% | $3,767+22.5% |
| Admin fee / account holder | $388 | $3,474-88.8% | $9,769-96.0% | $2,969-86.9% |