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 | $728 |
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 | $51,254 | $50,666+1.2% | $76,817-33.3% | $65,185-21.4% |
| Participation rate | 44.3% | 68.8%-24.5pp | 72.1%-27.7pp | 70.2%-25.9pp |
| Annual return | 21.98% | 28.51%-6.5pp | 1166.11%-1144.1pp | 29.38%-7.4pp |
| Employer contribution / active EE | $1,003 | $1,575-36.3% | $2,302-56.4% | $2,177-53.9% |
| Participant deferral / active EE | $1,709 | $2,647-35.4% | $3,336-48.8% | $3,514-51.4% |
| Admin fee / account holder | $23 | $463-94.9% | $6,420-99.6% | $847-97.2% |