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 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $1,045 |
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 | $57,868 | $52,953+9.3% | $172,739-66.5% | $65,185-11.2% |
| Participation rate | 49.2% | 66.2%-17.0pp | 82.6%-33.5pp | 70.2%-21.0pp |
| Annual return | 23.71% | 30.12%-6.4pp | 802.84%-779.1pp | 29.38%-5.7pp |
| Employer contribution / active EE | $1,515 | $2,190-30.8% | $5,143-70.5% | $2,177-30.4% |
| Participant deferral / active EE | $3,539 | $2,471+43.2% | $5,198-31.9% | $3,514+0.7% |
| Admin fee / account holder | $72 | $472-84.7% | $13,954-99.5% | $847-91.5% |