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 LIFE INSURANCE CO USA Service code 15 · EIN 01-0233346 RETIREMENT PLAN SERVICES, ET9 · BUFFALO, NY 142010600 | Recordkeeping | $1,024 |
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 | $28,341 | $37,117-23.6% | $147,614-80.8% | $55,191-48.6% |
| Participation rate | 82.6% | 63.6%+19.0pp | 84.6%-2.0pp | 69.2%+13.4pp |
| Annual return | -1.66% | 3.44%-5.1pp | 61.98%-63.6pp | 10.78%-12.4pp |
| Employer contribution / active EE | $431 | $1,620-73.4% | $5,564-92.3% | $1,899-77.3% |
| Participant deferral / active EE | $1,602 | $1,985-19.3% | $4,895-67.3% | $3,046-47.4% |
| Admin fee / account holder | $129 | $86+51.0% | $11,611-98.9% | $91+42.3% |