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 Service code 15 · EIN 01-0233346 | Recordkeeping | $1,036 |
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.
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 | $121,190 | $88,890+36.3% | $102,423+18.3% | $77,643+56.1% |
| Participation rate | 36.8% | 80.9%-44.1pp | 76.5%-39.7pp | 70.6%-33.8pp |
| Annual return | 14.96% | 24.98%-10.0pp | 29.32%-14.4pp | 31.24%-16.3pp |
| Employer contribution / active EE | $1,077 | $2,698-60.1% | $3,023-64.4% | $2,726-60.5% |
| Participant deferral / active EE | $2,045 | $5,145-60.3% | $5,053-59.5% | $4,647-56.0% |
| Admin fee / account holder | $504 | $235+114.3% | $9,451-94.7% | $430+17.2% |