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 | $276 |
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 | $169,269 | $59,159+186.1% | $159,960+5.8% | $66,914+153.0% |
| Participation rate | 80.5% | 68.1%+12.4pp | 78.0%+2.5pp | 69.8%+10.7pp |
| Annual return | -17.37% | -12.26%-5.1pp | 408.60%-426.0pp | 1.58%-19.0pp |
| Employer contribution / active EE | $2,258 | $1,983+13.9% | $4,226-46.6% | $2,544-11.3% |
| Participant deferral / active EE | $10,574 | $4,395+140.6% | $6,182+71.0% | $4,237+149.6% |
| Admin fee / account holder | $352 | $591-40.5% | $8,698-96.0% | $593-40.7% |