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 COMPANY11+ years Service code 15 · EIN 01-0233346 | Recordkeeping | $2,084 |
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 | $103,050 | $131,799-21.8% | $200,582-48.6% | $85,563+20.4% |
| Participation rate | 79.9% | 87.9%-8.1pp | 86.9%-7.0pp | 66.0%+13.9pp |
| Annual return | 16.14% | 21.59%-5.4pp | 42.33%-26.2pp | 31.51%-15.4pp |
| Employer contribution / active EE | $3,900 | $4,532-13.9% | $6,419-39.2% | $2,654+47.0% |
| Participant deferral / active EE | $5,052 | $7,702-34.4% | $9,331-45.9% | $4,375+15.5% |
| Admin fee / account holder | $424 | $235+80.3% | $16,305-97.4% | $834-49.2% |