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 | $974 |
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 | $31,426 | $57,651-45.5% | $112,229-72.0% | $71,457-56.0% |
| Participation rate | 62.4% | 58.9%+3.5pp | 72.4%-10.0pp | 67.9%-5.5pp |
| Annual return | 16.68% | 18.32%-1.6pp | 30.20%-13.5pp | 28.85%-12.2pp |
| Employer contribution / active EE | $1,493 | $1,913-22.0% | $3,430-56.5% | $2,588-42.3% |
| Participant deferral / active EE | $2,509 | $2,863-12.4% | $4,798-47.7% | $4,289-41.5% |
| Admin fee / account holder | $271 | $1,581-82.9% | $7,748-96.5% | $1,587-83.0% |