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 CO Service code 15 · EIN 01-0233346 | Recordkeeping | $292 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $33,337 | $65,061-48.8% | $143,757-76.8% | $66,914-50.2% |
| Participation rate | 51.9% | 65.2%-13.2pp | 80.3%-28.4pp | 69.8%-17.9pp |
| Annual return | -15.79% | -11.14%-4.7pp | -0.04%-15.7pp | 1.58%-17.4pp |
| Employer contribution / active EE | $986 | $2,361-58.2% | $4,951-80.1% | $2,544-61.2% |
| Participant deferral / active EE | $2,317 | $2,919-20.6% | $5,637-58.9% | $4,237-45.3% |
| Admin fee / account holder | $119 | $502-76.3% | $14,673-99.2% | $593-80.0% |