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 | $585 |
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 | $23,561 | $55,453-57.5% | $170,442-86.2% | $62,292-62.2% |
| Participation rate | 50.8% | 66.4%-15.5pp | 83.6%-32.8pp | 69.5%-18.7pp |
| Annual return | 17.36% | 21.38%-4.0pp | 205.93%-188.6pp | 28.90%-11.5pp |
| Employer contribution / active EE | $296 | $2,164-86.3% | $5,433-94.5% | $2,042-85.5% |
| Participant deferral / active EE | $1,388 | $2,303-39.7% | $4,939-71.9% | $3,169-56.2% |
| Admin fee / account holder | $14 | $455-97.0% | $13,880-99.9% | $479-97.2% |