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 INS. CO Service code 15 · EIN 01-0233346 | Recordkeeping | $1,449 |
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 | $41,971 | $79,124-47.0% | $60,874-31.1% | $64,808-35.2% |
| Participation rate | 76.6% | 77.7%-1.2pp | 73.1%+3.5pp | 71.5%+5.1pp |
| Annual return | -14.58% | -7.13%-7.5pp | 16.90%-31.5pp | 32.82%-47.4pp |
| Employer contribution / active EE | $1,753 | $3,050-42.5% | $2,701-35.1% | $2,506-30.1% |
| Participant deferral / active EE | $2,515 | $3,725-32.5% | $3,817-34.1% | $4,310-41.6% |
| Admin fee / account holder | $363 | $106+243.5% | $3,224-88.7% | $188+93.3% |