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 | $430 |
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 | $144,636 | $66,813+116.5% | $100,516+43.9% | $73,488+96.8% |
| Participation rate | 81.0% | 77.5%+3.5pp | 79.4%+1.6pp | 70.7%+10.3pp |
| Annual return | 15.55% | 25.70%-10.2pp | 30.89%-15.3pp | 28.51%-13.0pp |
| Employer contribution / active EE | $2,644 | $2,147+23.2% | $3,418-22.6% | $2,270+16.5% |
| Participant deferral / active EE | $5,119 | $5,883-13.0% | $6,270-18.4% | $3,740+36.9% |
| Admin fee / account holder | $489 | $512-4.5% | $8,081-94.0% | $513-4.7% |