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 · BUFFALO, NY 142010600 | Recordkeeping | $500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,823 | $62,603-54.0% | $104,294-72.4% | $66,914-56.9% |
| Participation rate | 52.7% | 59.6%-6.9pp | 73.3%-20.6pp | 69.8%-17.1pp |
| Annual return | -18.22% | -14.70%-3.5pp | 24.61%-42.8pp | 1.58%-19.8pp |
| Employer contribution / active EE | $1,200 | $1,972-39.2% | $3,372-64.4% | $2,544-52.9% |
| Participant deferral / active EE | $2,240 | $2,853-21.5% | $4,625-51.6% | $4,237-47.1% |
| Admin fee / account holder | $283 | $656-56.8% | $7,339-96.1% | $593-52.2% |