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 USA Service code 15 · EIN 01-0233346 | Recordkeeping | $2,482 |
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 | $44,969 | $101,317-55.6% | $146,958-69.4% | $74,495-39.6% |
| Participation rate | 90.7% | 75.5%+15.2pp | 82.2%+8.5pp | 67.2%+23.5pp |
| Annual return | 10.79% | 8730.91%-8720.1pp | 418.34%-407.5pp | 1364.94%-1354.2pp |
| Employer contribution / active EE | $1,209 | $3,810-68.3% | $4,933-75.5% | $2,623-53.9% |
| Participant deferral / active EE | $3,352 | $7,303-54.1% | $8,070-58.5% | $4,346-22.9% |
| Admin fee / account holder | $44 | $1,739-97.5% | $12,998-99.7% | $1,942-97.8% |