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 |
|---|---|---|
Filed as: JOHN HANCOCK LIFE INSURANCE CO Service code 15 · EIN 01-0233346 200 BERKLEY ST · BOSTON, MA 02116 | Recordkeeping | $36,482 |
RBC WEALTH MANAGEMENT2 years Filed as: RBC CAPITAL MARKERS, LLC Service code 26 · EIN 41-1416330 250 NICOLLET MALL · MINNEAPOLIS, MN 55401 | Advisory (Participants) | $34,972 |
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 | $78,659 | $66,098+19.0% | $101,794-22.7% | $74,304+5.9% |
| Participation rate | 70.2% | 53.8%+16.5pp | 69.2%+1.0pp | 60.3%+9.9pp |
| Annual return | 13.87% | 19.59%-5.7pp | 30.53%-16.7pp | 29.43%-15.6pp |
| Employer contribution / active EE | $937 | $1,082-13.4% | $2,289-59.1% | $2,241-58.2% |
| Participant deferral / active EE | $5,619 | $2,781+102.0% | $4,084+37.6% | $3,767+49.2% |
| Admin fee / account holder | $537 | $4,146-87.0% | $8,777-93.9% | $2,969-81.9% |