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 |
|---|---|---|
JOHN HANCOCK LIFE INSURANCE COMPANY10+ years Filed as: JOHN HANCOCK LIFE INSURANCE CO. Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 14201 | Recordkeeping | $8,144 |
ASCENSUS LLC3 years Filed as: FUTUREPLAN BY ASCENSUS Service code 16 · EIN 65-3207191 | Consulting | $7,031 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,663 | $106,028-28.6% | $146,958-48.5% | $77,643-2.5% |
| Participation rate | 61.9% | 78.4%-16.5pp | 82.2%-20.3pp | 70.6%-8.7pp |
| Annual return | 20.03% | 56.73%-36.7pp | 418.34%-398.3pp | 31.24%-11.2pp |
| Employer contribution / active EE | $0 | $4,063-100.0% | $4,933-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $7,920 | $7,990-0.9% | $8,070-1.9% | $4,647+70.4% |
| Admin fee / account holder | $29 | $337-91.5% | $12,998-99.8% | $430-93.3% |