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 7-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 (U.S Service code 15 · EIN 01-0233346 | Recordkeeping | $3,371 |
Filed as: WILSHIRE ASSOCIATES INC USA Service code 26 · EIN 95-2755361 | Advisory (Participants) | $853 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,860 | $60,323-63.8% | $81,812-73.3% | $74,495-70.7% |
| Participation rate | 72.7% | 62.9%+9.9pp | 72.3%+0.4pp | 67.2%+5.5pp |
| Annual return | 22.52% | 16.90%+5.6pp | 773.79%-751.3pp | 1364.94%-1342.4pp |
| Employer contribution / active EE | $755 | $2,620-71.2% | $2,912-74.1% | $2,623-71.2% |
| Participant deferral / active EE | $3,397 | $3,387+0.3% | $4,319-21.3% | $4,346-21.8% |
| Admin fee / account holder | $162 | $1,486-89.1% | $7,386-97.8% | $1,942-91.6% |