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 Service code 15 · EIN 01-0233346 | Recordkeeping | $830 |
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 | $147,104 | $96,484+52.5% | $156,263-5.9% | $74,304+98.0% |
| Participation rate | 86.1% | 67.7%+18.5pp | 78.9%+7.2pp | 60.3%+25.8pp |
| Annual return | 16.87% | 17.73%-0.9pp | 59.47%-42.6pp | 29.43%-12.6pp |
| Employer contribution / active EE | $1,452 | $2,528-42.6% | $4,333-66.5% | $2,241-35.2% |
| Participant deferral / active EE | $7,332 | $4,286+71.1% | $6,158+19.1% | $3,767+94.6% |
| Admin fee / account holder | $422 | $3,728-88.7% | $14,255-97.0% | $2,969-85.8% |