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 | Recordkeeping | $246 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $222,906 | $73,360+203.9% | $177,989+25.2% | $74,495+199.2% |
| Participation rate | 81.6% | 66.6%+15.0pp | 77.1%+4.5pp | 67.2%+14.4pp |
| Annual return | 14.57% | 17.49%-2.9pp | 294.48%-279.9pp | 1364.94%-1350.4pp |
| Employer contribution / active EE | $4,908 | $2,216+121.4% | $3,949+24.3% | $2,623+87.1% |
| Participant deferral / active EE | $11,227 | $4,513+148.7% | $6,276+78.9% | $4,346+158.3% |
| Admin fee / account holder | $420 | $1,808-76.8% | $10,363-95.9% | $1,942-78.4% |