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 |
|---|---|---|
Service code 26 · EIN 42-1445429 | Advisory (Participants) | $21,033 |
JOHN HANCOCK LIFE INSURANCE COMPANY11+ years Service code 15 · EIN 01-0233346 | Recordkeeping | $4,098 |
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 | $48,561 | $65,561-25.9% | $91,541-47.0% | $74,304-34.6% |
| Participation rate | 87.5% | 56.6%+30.9pp | 69.8%+17.7pp | 60.3%+27.2pp |
| Annual return | 17.45% | 17.68%-0.2pp | 20.50%-3.1pp | 29.43%-12.0pp |
| Employer contribution / active EE | $1,768 | $1,717+3.0% | $2,505-29.4% | $2,241-21.1% |
| Participant deferral / active EE | $3,438 | $2,918+17.8% | $4,008-14.2% | $3,767-8.7% |
| Admin fee / account holder | $383 | $3,333-88.5% | $6,956-94.5% | $2,969-87.1% |