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 | $38,042 |
UBS FINANCIAL SERVICES INC2 years Service code 26 · EIN 13-2638166 | Advisory (Participants) | $28,496 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $36,203 | $84,784-57.3% | $98,439-63.2% | $74,419-51.4% |
| Participation rate | 33.4% | 81.5%-48.1pp | 75.2%-41.7pp | 70.7%-37.3pp |
| Annual return | 17.89% | 20.59%-2.7pp | 21.16%-3.3pp | 34.38%-16.5pp |
| Employer contribution / active EE | $1,012 | $3,364-69.9% | $3,048-66.8% | $2,637-61.6% |
| Participant deferral / active EE | $1,768 | $5,218-66.1% | $4,738-62.7% | $4,528-60.9% |
| Admin fee / account holder | $401 | $204+96.0% | $8,948-95.5% | $348+15.2% |