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 | $2,605 |
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 | $37,238 | $80,724-53.9% | $103,333-64.0% | $74,495-50.0% |
| Participation rate | 99.2% | 65.7%+33.5pp | 74.5%+24.7pp | 67.2%+32.0pp |
| Annual return | 11.43% | 27.56%-16.1pp | 24.88%-13.5pp | 1364.94%-1353.5pp |
| Employer contribution / active EE | $2,231 | $3,157-29.3% | $3,868-42.3% | $2,623-15.0% |
| Participant deferral / active EE | $1,874 | $3,860-51.5% | $5,057-62.9% | $4,346-56.9% |
| Admin fee / account holder | $325 | $2,368-86.3% | $8,355-96.1% | $1,942-83.3% |