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 | $6,439 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,329 | $80,717+37.9% | $154,803-28.1% | $84,808+31.3% |
| Participation rate | 91.9% | 66.8%+25.0pp | 78.1%+13.8pp | 68.3%+23.5pp |
| Annual return | -3.38% | 37.96%-41.3pp | 58.88%-62.3pp | 40.90%-44.3pp |
| Employer contribution / active EE | $1,799 | $2,761-34.9% | $4,305-58.2% | $2,631-31.6% |
| Participant deferral / active EE | $15,146 | $3,303+358.5% | $5,540+173.4% | $4,212+259.6% |
| Admin fee / account holder | $144 | $6,746-97.9% | $14,329-99.0% | $7,344-98.0% |