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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.
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| Provider | Service type | Compensation |
|---|---|---|
JOHN HANCOCK LIFE INSURANCE COMPANY10+ years Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 14201 | Recordkeeping | $1,575 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return 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 | $84,174 | $88,083-4.4% | $164,813-48.9% | $74,495+13.0% |
| Participation rate | 95.6% | 73.0%+22.6pp | 78.6%+17.0pp | 67.2%+28.4pp |
| Annual return | 11.12% | 17.26%-6.1pp | 69.93%-58.8pp | 1364.94%-1353.8pp |
| Employer contribution / active EE | $5,542 | $2,593+113.7% | $4,341+27.7% | $2,623+111.3% |
| Participant deferral / active EE | $3,282 | $4,498-27.0% | $6,031-45.6% | $4,346-24.5% |
| Admin fee / account holder | $579 | $2,234-74.1% | $12,690-95.4% | $1,942-70.2% |