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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 | $4,487 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $51,552 | $73,638-30.0% | $95,952-46.3% | $73,488-29.8% |
| Participation rate | 84.8% | 76.2%+8.6pp | 77.1%+7.7pp | 70.7%+14.1pp |
| Annual return | 10.00% | 16.78%-6.8pp | 91.61%-81.6pp | 28.51%-18.5pp |
| Employer contribution / active EE | $1,043 | $1,863-44.0% | $2,541-58.9% | $2,270-54.0% |
| Participant deferral / active EE | $2,756 | $3,617-23.8% | $4,167-33.9% | $3,740-26.3% |
| Admin fee / account holder | $80 | $482-83.5% | $6,795-98.8% | $513-84.5% |