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 PO BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $38,767 |
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 | $107,463 | $50,815+111.5% | $155,509-30.9% | $77,643+38.4% |
| Participation rate | 77.5% | 63.1%+14.4pp | 78.2%-0.7pp | 70.6%+6.9pp |
| Annual return | 13.93% | 34.80%-20.9pp | 64.67%-50.7pp | 31.24%-17.3pp |
| Employer contribution / active EE | $4,322 | $1,993+116.9% | $4,672-7.5% | $2,726+58.6% |
| Participant deferral / active EE | $3,149 | $2,822+11.6% | $5,626-44.0% | $4,647-32.2% |
| Admin fee / account holder | $452 | $437+3.4% | $15,912-97.2% | $430+4.9% |