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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 14201 | Recordkeeping | $1,160 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,043 | $82,978-4.7% | $129,995-39.2% | $71,457+10.6% |
| Participation rate | 97.7% | 74.1%+23.6pp | 78.5%+19.2pp | 67.9%+29.8pp |
| Annual return | 13.83% | 20.60%-6.8pp | -137.18%+151.0pp | 28.85%-15.0pp |
| Employer contribution / active EE | $5,366 | $2,622+104.7% | $4,320+24.2% | $2,588+107.4% |
| Participant deferral / active EE | $3,160 | $4,432-28.7% | $5,820-45.7% | $4,289-26.3% |
| Admin fee / account holder | $477 | $1,729-72.4% | $10,614-95.5% | $1,587-70.0% |