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 | $1,400 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,573 | $138,347-35.3% | $184,203-51.4% | $80,856+10.8% |
| Participation rate | 94.8% | 83.9%+10.9pp | 86.8%+8.0pp | 67.6%+27.2pp |
| Annual return | 13.06% | 20.02%-7.0pp | 28.81%-15.7pp | 35.59%-22.5pp |
| Employer contribution / active EE | $2,235 | $4,850-53.9% | $6,427-65.2% | $2,755-18.9% |
| Participant deferral / active EE | $4,143 | $7,071-41.4% | $9,131-54.6% | $4,296-3.5% |
| Admin fee / account holder | $435 | $10,483-95.8% | $13,901-96.9% | $6,918-93.7% |