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 | $695 |
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 | $63,199 | $54,590+15.8% | $81,930-22.9% | $73,488-14.0% |
| Participation rate | 47.7% | 68.3%-20.6pp | 72.0%-24.3pp | 70.7%-23.0pp |
| Annual return | 18.58% | 17.74%+0.8pp | 29.49%-10.9pp | 28.51%-9.9pp |
| Employer contribution / active EE | $1,147 | $1,636-29.9% | $4,310-73.4% | $2,270-49.5% |
| Participant deferral / active EE | $2,044 | $2,759-25.9% | $7,107-71.2% | $3,740-45.3% |
| Admin fee / account holder | $14 | $592-97.7% | $5,158-99.7% | $513-97.3% |