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 9-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 Service code 15 · EIN 01-0233346 | Recordkeeping | $0 |
Filed as: THE RICHARDS GROUP Service code 26 | Advisory (Participants) | $0 |
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 | $55,194 | $54,517+1.2% | $75,972-27.3% | $74,495-25.9% |
| Participation rate | 78.4% | 60.3%+18.0pp | 69.1%+9.3pp | 67.2%+11.2pp |
| Annual return | 10.95% | 31.82%-20.9pp | 359.55%-348.6pp | 1364.94%-1354.0pp |
| Employer contribution / active EE | $956 | $1,777-46.2% | $2,685-64.4% | $2,623-63.5% |
| Participant deferral / active EE | $3,614 | $3,066+17.9% | $4,255-15.1% | $4,346-16.8% |
| Admin fee / account holder | $309 | $2,229-86.2% | $6,467-95.2% | $1,942-84.1% |