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 P.O. BOX 600 · BUFFALO, NY 145010600 | Recordkeeping | $176 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $72,900 | $52,884+37.9% | $84,750-14.0% | $55,167+32.1% |
| Participation rate | 23.2% | 67.5%-44.3pp | 76.6%-53.4pp | 69.0%-45.8pp |
| Annual return | 7.47% | 18.03%-10.6pp | 22.78%-15.3pp | 169.23%-161.8pp |
| Employer contribution / active EE | $543 | $2,233-75.7% | $3,574-84.8% | $1,963-72.4% |
| Participant deferral / active EE | $1,299 | $2,644-50.9% | $3,712-65.0% | $3,054-57.5% |
| Admin fee / account holder | $30 | $581-94.8% | $5,332-99.4% | $504-94.0% |