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 Filed as: JOHN HANCOCK LIFE INSURANCE CO USA Service code 15 · EIN 01-0233346 | Recordkeeping | $1,456 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $92,565 | $73,360+26.2% | $177,989-48.0% | $74,495+24.3% |
| Participation rate | 81.4% | 66.6%+14.8pp | 77.1%+4.4pp | 67.2%+14.2pp |
| Annual return | 18.31% | 17.49%+0.8pp | 294.48%-276.2pp | 1364.94%-1346.6pp |
| Employer contribution / active EE | $2,901 | $2,216+30.9% | $3,949-26.5% | $2,623+10.6% |
| Participant deferral / active EE | $8,929 | $4,513+97.8% | $6,276+42.3% | $4,346+105.5% |
| Admin fee / account holder | $413 | $1,808-77.2% | $10,363-96.0% | $1,942-78.7% |