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 |
|---|---|---|
Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $436 |
Filed as: JOHN HANCOCK LIFE INSUARNCE COMPANY Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $109,693 | $59,535+84.2% | $90,160+21.7% | $62,292+76.1% |
| Participation rate | 79.6% | 73.0%+6.6pp | 76.9%+2.8pp | 69.5%+10.1pp |
| Annual return | 14.86% | 23.53%-8.7pp | 34.88%-20.0pp | 28.90%-14.0pp |
| Employer contribution / active EE | $2,793 | $1,826+53.0% | $3,318-15.8% | $2,042+36.8% |
| Participant deferral / active EE | $5,207 | $4,639+12.3% | $5,288-1.5% | $3,169+64.3% |
| Admin fee / account holder | $171 | $337-49.2% | $5,943-97.1% | $479-64.3% |