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 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $11,316 |
WILLIAM BLAIR1 year Service code 26 100 INTERNATIONAL DRIVE · BALTIMORE, MD 21202 | Advisory (Participants) | $6,130 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,444 | $46,292-75.3% | $143,757-92.0% | $64,808-82.3% |
| Participation rate | 23.9% | 64.2%-40.3pp | 80.3%-56.4pp | 71.5%-47.6pp |
| Annual return | -5.66% | -10.05%+4.4pp | -0.04%-5.6pp | 32.82%-38.5pp |
| Employer contribution / active EE | $0 | $1,910-100.0% | $4,951-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $1,401 | $2,646-47.0% | $5,637-75.1% | $4,310-67.5% |
| Admin fee / account holder | $166 | $154+7.8% | $14,673-98.9% | $188-11.7% |