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 USA Service code 15 · EIN 01-0233346 | Recordkeeping | $80,314 |
Service code 13 · EIN 76-0188119 | Contract Administrator | $53,493 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,469 | $31,741+43.2% | $56,411-19.4% | $199,593-77.2% |
| Participation rate | 13.2% | 32.3%-19.1pp | 52.5%-39.2pp | 72.0%-58.7pp |
| Annual return | 12.41% | 14.72%-2.3pp | 1701.33%-1688.9pp | 34.25%-21.8pp |
| Employer contribution / active EE | $99 | $508-80.6% | $1,039-90.5% | $3,034-96.7% |
| Participant deferral / active EE | $619 | $1,184-47.7% | $1,952-68.3% | $5,087-87.8% |
| Admin fee / account holder | $198 | $426-53.6% | $2,829-93.0% | $269-26.5% |