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 7-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 P.O. BOX 600 · BUFFALO, NY 14201 | Recordkeeping | $18,814 |
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 | $98,013 | $50,815+92.9% | $155,509-37.0% | $77,643+26.2% |
| Participation rate | 100.0% | 63.1%+36.9pp | 78.2%+21.8pp | 70.6%+29.4pp |
| Annual return | 16.86% | 34.80%-17.9pp | 64.67%-47.8pp | 31.24%-14.4pp |
| Employer contribution / active EE | $5,728 | $1,993+187.5% | $4,672+22.6% | $2,726+110.2% |
| Participant deferral / active EE | $5,073 | $2,822+79.8% | $5,626-9.8% | $4,647+9.2% |
| Admin fee / account holder | $331 | $437-24.3% | $15,912-97.9% | $430-23.1% |