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 | $440 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $38,960 | $43,504-10.4% | $68,793-43.4% | $56,287-30.8% |
| Participation rate | 44.3% | 67.8%-23.5pp | 72.2%-27.9pp | 69.9%-25.5pp |
| Annual return | -7.34% | -3.15%-4.2pp | -4.63%-2.7pp | -9.96%+2.6pp |
| Employer contribution / active EE | $912 | $1,525-40.2% | $2,625-65.3% | $2,111-56.8% |
| Participant deferral / active EE | $1,486 | $2,509-40.8% | $3,311-55.1% | $3,350-55.6% |
| Admin fee / account holder | $18 | $515-96.6% | $5,131-99.7% | $521-96.6% |