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 Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 14201 | Recordkeeping | $540 |
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 | $42,699 | $50,385-15.3% | $75,670-43.6% | $62,292-31.5% |
| Participation rate | 44.2% | 67.7%-23.5pp | 72.3%-28.2pp | 69.5%-25.3pp |
| Annual return | 15.97% | 19.90%-3.9pp | 27.34%-11.4pp | 28.90%-12.9pp |
| Employer contribution / active EE | $769 | $1,537-50.0% | $2,352-67.3% | $2,042-62.4% |
| Participant deferral / active EE | $1,177 | $2,445-51.9% | $3,142-62.5% | $3,169-62.8% |
| Admin fee / account holder | $97 | $384-74.8% | $5,800-98.3% | $479-79.8% |