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 | $111 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,705 | $39,948-75.7% | $89,391-89.1% | $73,409-86.8% |
| Participation rate | 40.4% | 50.4%-10.0pp | 68.0%-27.6pp | 72.2%-31.8pp |
| Annual return | 42.70% | 50.12%-7.4pp | 245.62%-202.9pp | 59.29%-16.6pp |
| Employer contribution / active EE | $452 | $1,200-62.3% | $2,586-82.5% | $2,234-79.8% |
| Participant deferral / active EE | $1,100 | $2,193-49.8% | $3,890-71.7% | $3,805-71.1% |
| Admin fee / account holder | $116 | $134-13.2% | $4,881-97.6% | $158-26.2% |