See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 14201 | Recordkeeping | $670 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,234 | $59,584+2.8% | $86,874-29.5% | $79,386-22.9% |
| Participation rate | 45.2% | 67.7%-22.5pp | 71.6%-26.4pp | 70.7%-25.5pp |
| Annual return | 12.70% | 23.15%-10.4pp | 63.52%-50.8pp | 116.85%-104.1pp |
| Employer contribution / active EE | $962 | $1,768-45.6% | $2,495-61.4% | $2,427-60.4% |
| Participant deferral / active EE | $1,776 | $3,036-41.5% | $3,699-52.0% | $4,046-56.1% |
| Admin fee / account holder | $144 | $604-76.1% | $5,828-97.5% | $626-76.9% |