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 | $8,057 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $59,214 | $56,767+4.3% | $101,794-41.8% | $85,563-30.8% |
| Participation rate | 34.3% | 57.6%-23.3pp | 69.2%-34.9pp | 66.0%-31.7pp |
| Annual return | 15.76% | 17.76%-2.0pp | 30.53%-14.8pp | 31.51%-15.7pp |
| Employer contribution / active EE | $482 | $1,112-56.7% | $2,289-79.0% | $2,654-81.8% |
| Participant deferral / active EE | $1,509 | $2,720-44.5% | $4,084-63.1% | $4,375-65.5% |
| Admin fee / account holder | $318 | $1,098-71.0% | $8,777-96.4% | $834-61.8% |