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 Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $3,470 |
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 | $70,093 | $80,724-13.2% | $103,333-32.2% | $74,495-5.9% |
| Participation rate | 81.8% | 65.7%+16.1pp | 74.5%+7.2pp | 67.2%+14.6pp |
| Annual return | 12.34% | 27.56%-15.2pp | 24.88%-12.5pp | 1364.94%-1352.6pp |
| Employer contribution / active EE | $2,113 | $3,157-33.1% | $3,868-45.4% | $2,623-19.4% |
| Participant deferral / active EE | $3,649 | $3,860-5.5% | $5,057-27.9% | $4,346-16.0% |
| Admin fee / account holder | $440 | $2,368-81.4% | $8,355-94.7% | $1,942-77.3% |