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 P.O. BOX 600 · BUFFALO, NY 14201 | Recordkeeping | $3,201 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $23,184 | $78,419-70.4% | $133,956-82.7% | $73,409-68.4% |
| Participation rate | 84.3% | 78.6%+5.7pp | 79.8%+4.4pp | 72.2%+12.1pp |
| Annual return | 13.28% | 33.35%-20.1pp | 45.09%-31.8pp | 59.29%-46.0pp |
| Employer contribution / active EE | $1,065 | $2,044-47.9% | $3,919-72.8% | $2,234-52.3% |
| Participant deferral / active EE | $3,165 | $3,925-19.4% | $5,048-37.3% | $3,805-16.8% |
| Admin fee / account holder | $12 | $161-92.3% | $8,927-99.9% | $158-92.2% |