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 | $1,244 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,615 | $64,871+1.1% | $129,110-49.2% | $66,914-1.9% |
| Participation rate | 67.4% | 74.0%-6.6pp | 77.3%-9.9pp | 69.8%-2.4pp |
| Annual return | -17.78% | -12.21%-5.6pp | -10.94%-6.8pp | 1.58%-19.4pp |
| Employer contribution / active EE | $2,249 | $3,741-39.9% | $5,052-55.5% | $2,544-11.6% |
| Participant deferral / active EE | $4,289 | $5,090-15.7% | $6,542-34.4% | $4,237+1.2% |
| Admin fee / account holder | $18 | $629-97.2% | $14,302-99.9% | $593-97.0% |