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 | $354 |
Filed as: JOHN HANCOCK LIFE INSUARNCE COMPANY Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $103,381 | $61,214+68.9% | $83,333+24.1% | $56,287+83.7% |
| Participation rate | 79.6% | 72.6%+7.0pp | 77.8%+1.8pp | 69.9%+9.7pp |
| Annual return | -5.04% | 0.42%-5.5pp | 10.63%-15.7pp | -9.96%+4.9pp |
| Employer contribution / active EE | $3,129 | $1,925+62.5% | $3,379-7.4% | $2,111+48.2% |
| Participant deferral / active EE | $5,241 | $5,091+2.9% | $5,565-5.8% | $3,350+56.5% |
| Admin fee / account holder | $373 | $512-27.2% | $7,510-95.0% | $521-28.5% |