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 Service code 15 · EIN 01-0233346 | Recordkeeping | $1,818 |
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 | $98,482 | $129,021-23.7% | $184,203-46.5% | $77,643+26.8% |
| Participation rate | 78.2% | 87.3%-9.1pp | 86.8%-8.6pp | 70.6%+7.6pp |
| Annual return | 16.10% | 33.27%-17.2pp | 28.81%-12.7pp | 31.24%-15.1pp |
| Employer contribution / active EE | $3,556 | $4,413-19.4% | $6,427-44.7% | $2,726+30.5% |
| Participant deferral / active EE | $4,742 | $7,297-35.0% | $9,131-48.1% | $4,647+2.0% |
| Admin fee / account holder | $641 | $254+152.6% | $13,901-95.4% | $430+49.0% |