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 USA Service code 15 · EIN 01-0233346 RETIREMENT PLAN SERVICES, ET9 · BUFFALO, NY 142010600 | Recordkeeping | $2,514 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,956 | $52,293-17.9% | $178,490-75.9% | $73,409-41.5% |
| Participation rate | 73.5% | 65.3%+8.1pp | 81.9%-8.5pp | 72.2%+1.3pp |
| Annual return | 15.35% | 34.75%-19.4pp | 151.07%-135.7pp | 59.29%-43.9pp |
| Employer contribution / active EE | $1,249 | $1,735-28.0% | $5,011-75.1% | $2,234-44.1% |
| Participant deferral / active EE | $2,389 | $2,332+2.5% | $5,202-54.1% | $3,805-37.2% |
| Admin fee / account holder | $146 | $127+14.8% | $13,984-99.0% | $158-7.4% |