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 9-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 (USA) Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $848 |
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 | $46,744 | $54,390-14.1% | $117,039-60.1% | $69,631-32.9% |
| Participation rate | 29.7% | 58.5%-28.9pp | 77.2%-47.5pp | 70.7%-41.0pp |
| Annual return | 12.60% | 18.33%-5.7pp | 18.95%-6.4pp | 27571.02%-27558.4pp |
| Employer contribution / active EE | $690 | $1,357-49.1% | $3,785-81.8% | $2,032-66.0% |
| Participant deferral / active EE | $1,131 | $2,076-45.5% | $3,929-71.2% | $3,224-64.9% |
| Admin fee / account holder | $36 | $98-63.2% | $5,974-99.4% | $110-67.4% |