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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $334 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,095 | $61,156-27.9% | $185,823-76.3% | $79,386-44.5% |
| Participation rate | 52.8% | 66.6%-13.9pp | 81.7%-28.9pp | 70.7%-17.9pp |
| Annual return | 10.63% | 19.45%-8.8pp | 122.05%-111.4pp | 116.85%-106.2pp |
| Employer contribution / active EE | $409 | $2,321-82.4% | $5,167-92.1% | $2,427-83.1% |
| Participant deferral / active EE | $3,063 | $2,789+9.8% | $5,568-45.0% | $4,046-24.3% |
| Admin fee / account holder | $462 | $710-34.9% | $16,237-97.2% | $626-26.3% |