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 | $456 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,855 | $34,934-0.2% | $56,411-38.2% | $74,495-53.2% |
| Participation rate | 41.9% | 32.8%+9.0pp | 52.5%-10.6pp | 67.2%-25.3pp |
| Annual return | 13.43% | 25.94%-12.5pp | 1701.33%-1687.9pp | 1364.94%-1351.5pp |
| Employer contribution / active EE | $837 | $609+37.5% | $1,039-19.4% | $2,623-68.1% |
| Participant deferral / active EE | $1,474 | $1,170+25.9% | $1,952-24.5% | $4,346-66.1% |
| Admin fee / account holder | $10 | $2,364-99.6% | $2,829-99.7% | $1,942-99.5% |