See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK USA Service code 15 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $27,352 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,962 | $50,637-25.0% | $86,590-56.2% | $62,292-39.1% |
| Participation rate | 61.6% | 67.9%-6.3pp | 73.5%-12.0pp | 69.5%-7.9pp |
| Annual return | 15.96% | 20.80%-4.8pp | 964.84%-948.9pp | 28.90%-12.9pp |
| Employer contribution / active EE | $409 | $2,075-80.3% | $2,839-85.6% | $2,042-80.0% |
| Participant deferral / active EE | $1,714 | $2,611-34.4% | $3,609-52.5% | $3,169-45.9% |
| Admin fee / account holder | $222 | $413-46.2% | $4,906-95.5% | $479-53.7% |