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 INSURANCE COMPANY USA Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 142010601 | Recordkeeping | $525 |
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 | $35,457 | $50,637-30.0% | $86,590-59.1% | $62,292-43.1% |
| Participation rate | 59.9% | 67.9%-8.0pp | 73.5%-13.7pp | 69.5%-9.6pp |
| Annual return | 16.28% | 20.80%-4.5pp | 964.84%-948.6pp | 28.90%-12.6pp |
| Employer contribution / active EE | $2,093 | $2,075+0.9% | $2,839-26.3% | $2,042+2.5% |
| Participant deferral / active EE | $4,062 | $2,611+55.5% | $3,609+12.6% | $3,169+28.2% |
| Admin fee / account holder | $246 | $413-40.5% | $4,906-95.0% | $479-48.7% |