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 USA Service code 15 · EIN 01-0233346 | Recordkeeping | $842 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $37,383 | $26,114+43.2% | $58,482-36.1% | $74,419-49.8% |
| Participation rate | 23.3% | 32.1%-8.8pp | 50.9%-27.6pp | 70.7%-47.5pp |
| Annual return | 16.37% | 32.51%-16.1pp | 4239.32%-4222.9pp | 34.38%-18.0pp |
| Employer contribution / active EE | $391 | $536-27.0% | $1,053-62.9% | $2,637-85.2% |
| Participant deferral / active EE | $691 | $1,075-35.7% | $1,924-64.1% | $4,528-84.7% |
| Admin fee / account holder | $145 | $649-77.7% | $2,516-94.2% | $348-58.3% |