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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 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $1,724 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,515 | $59,417-41.9% | $93,606-63.1% | $74,495-53.7% |
| Participation rate | 65.9% | 59.7%+6.2pp | 68.7%-2.8pp | 67.2%-1.3pp |
| Annual return | 9.09% | 81.83%-72.7pp | 133.20%-124.1pp | 1364.94%-1355.9pp |
| Employer contribution / active EE | $1,117 | $1,264-11.6% | $2,420-53.8% | $2,623-57.4% |
| Participant deferral / active EE | $2,154 | $3,050-29.4% | $4,411-51.2% | $4,346-50.4% |
| Admin fee / account holder | $284 | $3,021-90.6% | $8,285-96.6% | $1,942-85.4% |