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 LIFE INSURANCE USA Service code 15 · EIN 01-0233346 | Recordkeeping | $3,018 |
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 | $91,034 | $66,457+37.0% | $81,382+11.9% | $77,643+17.2% |
| Participation rate | 91.0% | 68.7%+22.3pp | 69.5%+21.6pp | 70.6%+20.5pp |
| Annual return | 39.92% | 15.93%+24.0pp | 24.73%+15.2pp | 31.24%+8.7pp |
| Employer contribution / active EE | $3,444 | $2,159+59.5% | $2,463+39.8% | $2,726+26.3% |
| Participant deferral / active EE | $5,279 | $3,679+43.5% | $3,883+36.0% | $4,647+13.6% |
| Admin fee / account holder | $326 | $583-44.0% | $5,768-94.3% | $430-24.2% |