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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 |
|---|---|---|
Filed as: JOHN HANCOCK LIFE INSURANCE COMANY Service code 15 · EIN 01-0233346 | Recordkeeping | $1,237 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,991 | $50,637-62.5% | $86,590-78.1% | $62,292-69.5% |
| Participation rate | 70.1% | 67.9%+2.2pp | 73.5%-3.5pp | 69.5%+0.5pp |
| Annual return | 12.36% | 20.80%-8.4pp | 964.84%-952.5pp | 28.90%-16.5pp |
| Employer contribution / active EE | $773 | $2,075-62.7% | $2,839-72.8% | $2,042-62.1% |
| Participant deferral / active EE | $1,647 | $2,611-36.9% | $3,609-54.4% | $3,169-48.0% |
| Admin fee / account holder | $41 | $413-90.2% | $4,906-99.2% | $479-91.5% |