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 | $150 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,882 | $183,519-64.1% | $155,509-57.6% | $145,922-54.9% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 8.22% | 61.17%-52.9pp | 64.67%-56.4pp | 561.29%-553.1pp |
| Employer contribution / active EE | $509 | $5,313-90.4% | $4,672-89.1% | $4,660-89.1% |
| Participant deferral / active EE | $2,580 | $6,462-60.1% | $5,626-54.1% | $6,688-61.4% |
| Admin fee / account holder | $31,757 | $19,313+64.4% | $15,912+99.6% | $13,397+137.0% |