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 Service code 15 · EIN 01-0233346 | Recordkeeping | $2,631 |
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 | $40,709 | $86,944-53.2% | $107,525-62.1% | $74,304-45.2% |
| Participation rate | 97.0% | 59.6%+37.4pp | 75.1%+21.9pp | 60.3%+36.6pp |
| Annual return | 14.19% | 23.52%-9.3pp | 181.32%-167.1pp | 29.43%-15.2pp |
| Employer contribution / active EE | $2,255 | $2,757-18.2% | $3,754-39.9% | $2,241+0.6% |
| Participant deferral / active EE | $1,710 | $3,554-51.9% | $5,116-66.6% | $3,767-54.6% |
| Admin fee / account holder | $328 | $3,727-91.2% | $8,919-96.3% | $2,969-88.9% |