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 INSURANCE CO Service code 64 · EIN 01-0233346 P O BOX 600 · BUFFALO VILLAGE, NY 142010600 | Recordkeeping Fees | $820 |
Filed as: MASS MUTUAL Service code 15 · EIN 04-1590850 PO BOX 1583 · HARTFORD, CT 061441583 | Recordkeeping | $771 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,612 | $63,745-23.7% | $98,442-50.6% | $79,386-38.8% |
| Participation rate | 61.0% | 69.9%-8.9pp | 73.3%-12.4pp | 70.7%-9.8pp |
| Annual return | 13.23% | 625.80%-612.6pp | 1492.73%-1479.5pp | 116.85%-103.6pp |
| Employer contribution / active EE | $144 | $2,557-94.4% | $2,960-95.1% | $2,427-94.1% |
| Participant deferral / active EE | $1,471 | $3,303-55.5% | $4,276-65.6% | $4,046-63.6% |
| Admin fee / account holder | $255 | $516-50.6% | $5,949-95.7% | $626-59.3% |