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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.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK LIFE INSURANCE CO-USA Service code 15 · EIN 01-0233346 | Recordkeeping | $650 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $83,727 | $137,414-39.1% | $189,513-55.8% | $85,850-2.5% |
| Participation rate | 90.5% | 84.6%+5.9pp | 87.8%+2.7pp | 69.3%+21.2pp |
| Annual return | 11.08% | 38.14%-27.1pp | 555.15%-544.1pp | 318.53%-307.5pp |
| Employer contribution / active EE | $1,797 | $4,344-58.6% | $6,162-70.8% | $2,565-29.9% |
| Participant deferral / active EE | $3,694 | $6,260-41.0% | $8,221-55.1% | $3,952-6.5% |
| Admin fee / account holder | $432 | $8,630-95.0% | $12,045-96.4% | $6,260-93.1% |