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 Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 14201 | Recordkeeping | $958 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $82,207 | $71,192+15.5% | $117,854-30.2% | $62,292+32.0% |
| Participation rate | 87.3% | 74.2%+13.1pp | 79.7%+7.7pp | 69.5%+17.8pp |
| Annual return | 15.70% | 18.66%-3.0pp | 335.08%-319.4pp | 28.90%-13.2pp |
| Employer contribution / active EE | $4,119 | $1,934+113.0% | $3,786+8.8% | $2,042+101.7% |
| Participant deferral / active EE | $2,588 | $3,189-18.9% | $4,482-42.3% | $3,169-18.4% |
| Admin fee / account holder | $319 | $587-45.6% | $8,020-96.0% | $479-33.4% |