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 3-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 Service code 15 · EIN 01-0233346 RETIREMENT PLAN SERVICES · BUFFALO, NY 142010600 | Recordkeeping | $1,134 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,541 | $54,517-69.7% | $75,972-78.2% | $74,495-77.8% |
| Participation rate | 100.0% | 60.3%+39.7pp | 69.1%+30.9pp | 67.2%+32.8pp |
| Annual return | 34.01% | 31.82%+2.2pp | 359.55%-325.5pp | 1364.94%-1330.9pp |
| Employer contribution / active EE | $0 | $1,777-100.0% | $2,685-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $4,444 | $3,066+45.0% | $4,255+4.4% | $4,346+2.3% |
| Admin fee / account holder | $99 | $2,229-95.5% | $6,467-98.5% | $1,942-94.9% |