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 USA Service code 15 · EIN 01-0233346 RETIREMENT PLAN SERVICES, ET9 · BUFFALO, NY 14201 | Recordkeeping | $124 |
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 | $33,603 | $56,054-40.1% | $171,082-80.4% | $62,891-46.6% |
| Participation rate | 20.7% | 62.9%-42.2pp | 76.7%-56.0pp | 69.3%-48.6pp |
| Annual return | 8.22% | 22.52%-14.3pp | 32.56%-24.3pp | 20.14%-11.9pp |
| Employer contribution / active EE | $1,543 | $1,731-10.9% | $4,002-61.5% | $2,281-32.4% |
| Participant deferral / active EE | $3,378 | $3,158+7.0% | $4,797-29.6% | $3,203+5.5% |
| Admin fee / account holder | $61 | $3,647-98.3% | $8,520-99.3% | $4,296-98.6% |