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 USA Service code 15 · EIN 01-0233346 RETIREMENT PLAN SERVICES, ET9 · BUFFALO, NY 142010600 | Recordkeeping | $1,203 |
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 | $42,518 | $73,102-41.8% | $123,544-65.6% | $56,287-24.5% |
| Participation rate | 71.1% | 74.3%-3.2pp | 82.3%-11.2pp | 69.9%+1.2pp |
| Annual return | -5.97% | 3.01%-9.0pp | 119.20%-125.2pp | -9.96%+4.0pp |
| Employer contribution / active EE | $2,875 | $2,977-3.4% | $4,628-37.9% | $2,111+36.2% |
| Participant deferral / active EE | $7,341 | $5,423+35.4% | $6,426+14.3% | $3,350+119.2% |
| Admin fee / account holder | $41 | $554-92.5% | $9,284-99.6% | $521-92.1% |