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 | $2,184 |
Annual investment return is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,381 | $76,670-51.2% | $96,683-61.3% | $71,457-47.7% |
| Participation rate | 97.6% | 66.6%+31.0pp | 74.3%+23.3pp | 67.9%+29.7pp |
| Annual return | 13.66% | 48.29%-34.6pp | 35.69%-22.0pp | 28.85%-15.2pp |
| Employer contribution / active EE | $2,226 | $3,031-26.6% | $3,737-40.4% | $2,588-14.0% |
| Participant deferral / active EE | $1,907 | $3,771-49.4% | $4,878-60.9% | $4,289-55.5% |
| Admin fee / account holder | $294 | $2,028-85.5% | $6,730-95.6% | $1,587-81.5% |