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 142010600 | Recordkeeping | $1,155 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $74,706-100.0% | $75,696-100.0% | $79,386-100.0% |
| Participation rate | 0.0% | 75.3%-75.3pp | 74.8%-74.8pp | 70.7%-70.7pp |
| Annual return | 12.88% | 18.52%-5.6pp | 104.53%-91.7pp | 116.85%-104.0pp |
| Employer contribution / active EE | $3,109 | $2,590+20.1% | $2,743+13.4% | $2,427+28.1% |
| Participant deferral / active EE | $2,206 | $3,533-37.6% | $3,821-42.3% | $4,046-45.5% |
| Admin fee / account holder | $0 | $374-100.0% | $3,619-100.0% | $626-100.0% |