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 | $31,765 |
Service code 15 · EIN 76-0188119 | Recordkeeping | $1,900 |
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 | $75,194 | $62,132+21.0% | $185,823-59.5% | $73,488+2.3% |
| Participation rate | 81.8% | 67.8%+14.0pp | 78.0%+3.8pp | 70.7%+11.1pp |
| Annual return | 25.71% | 20.44%+5.3pp | 35.95%-10.2pp | 28.51%-2.8pp |
| Employer contribution / active EE | $2,770 | $1,681+64.7% | $4,087-32.2% | $2,270+22.0% |
| Participant deferral / active EE | $7,736 | $3,711+108.4% | $5,632+37.4% | $3,740+106.9% |
| Admin fee / account holder | $221 | $419-47.1% | $9,500-97.7% | $513-56.8% |