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 INSURANCE CO. Service code 15 · EIN 01-0233346 | Recordkeeping | $1,200 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,892 | $72,994-52.2% | $120,354-71.0% | $77,643-55.1% |
| Participation rate | 35.6% | 55.2%-19.6pp | 71.9%-36.3pp | 70.6%-35.0pp |
| Annual return | 11.93% | 18.23%-6.3pp | 107.15%-95.2pp | 31.24%-19.3pp |
| Employer contribution / active EE | $1,337 | $1,793-25.4% | $3,463-61.4% | $2,726-50.9% |
| Participant deferral / active EE | $2,201 | $3,011-26.9% | $4,991-55.9% | $4,647-52.6% |
| Admin fee / account holder | $273 | $658-58.5% | $9,423-97.1% | $430-36.6% |