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 Service code 15 PO BOX 600 · BUFFALO, NY 14201 | Recordkeeping | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $41,993 | $79,523-47.2% | $140,016-70.0% | $56,287-25.4% |
| Participation rate | 97.6% | 85.7%+11.9pp | 87.5%+10.1pp | 69.9%+27.7pp |
| Annual return | -7.24% | 2.39%-9.6pp | 651.12%-658.4pp | -9.96%+2.7pp |
| Employer contribution / active EE | $3,742 | $3,350+11.7% | $5,606-33.2% | $2,111+77.3% |
| Participant deferral / active EE | $4,141 | $5,129-19.3% | $6,927-40.2% | $3,350+23.6% |
| Admin fee / account holder | $0 | $614-100.0% | $10,705-100.0% | $521-100.0% |