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 |
|---|---|---|
JOHN HANCOCK LIFE INSURANCE COMPANY10+ years Service code 15 · EIN 01-0233346 | Recordkeeping | $4,449 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $118,931 | $62,327+90.8% | $120,354-1.2% | $74,495+59.7% |
| Participation rate | 61.3% | 56.8%+4.5pp | 71.9%-10.6pp | 67.2%-5.9pp |
| Annual return | 12.50% | 18.61%-6.1pp | 107.15%-94.6pp | 1364.94%-1352.4pp |
| Employer contribution / active EE | $2,282 | $1,843+23.8% | $3,463-34.1% | $2,623-13.0% |
| Participant deferral / active EE | $5,122 | $2,893+77.1% | $4,991+2.6% | $4,346+17.9% |
| Admin fee / account holder | $356 | $2,396-85.2% | $9,423-96.2% | $1,942-81.7% |