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 7-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 | $3,328 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $156,676 | $99,957+56.7% | $149,696+4.7% | $73,488+113.2% |
| Participation rate | 80.2% | 75.7%+4.5pp | 82.5%-2.3pp | 70.7%+9.5pp |
| Annual return | 12.75% | 53.87%-41.1pp | 276.60%-263.8pp | 28.51%-15.8pp |
| Employer contribution / active EE | $4,340 | $3,191+36.0% | $4,644-6.5% | $2,270+91.2% |
| Participant deferral / active EE | $10,482 | $6,073+72.6% | $6,842+53.2% | $3,740+180.3% |
| Admin fee / account holder | $354 | $551-35.7% | $9,309-96.2% | $513-31.0% |