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 LIFE INSURANCE CO Service code 15 · EIN 01-0233346 RETIREMENT PLAN SERVICES, ET9 · BUFFALO, NY 142010600 | Recordkeeping | $84 |
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 | $19,828 | $48,046-58.7% | $84,611-76.6% | $72,985-72.8% |
| Participation rate | 54.1% | 57.6%-3.5pp | 68.2%-14.2pp | 69.5%-15.4pp |
| Annual return | 21.00% | 37.38%-16.4pp | 258.74%-237.7pp | 81.00%-60.0pp |
| Employer contribution / active EE | $315 | $1,602-80.4% | $2,652-88.1% | $2,440-87.1% |
| Participant deferral / active EE | $1,926 | $2,680-28.1% | $3,899-50.6% | $3,607-46.6% |
| Admin fee / account holder | $186 | $3,395-94.5% | $4,912-96.2% | $5,124-96.4% |