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 LIFE INSURANCE CO Service code 15 · EIN 01-0233346 RETIREMENT PLAN SERVICES · BUFFALO, NY 142010600 | Recordkeeping | $200 |
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 | $43,427 | $52,953-18.0% | $172,739-74.9% | $65,185-33.4% |
| Participation rate | 65.6% | 66.2%-0.6pp | 82.6%-17.1pp | 70.2%-4.6pp |
| Annual return | 22.62% | 30.12%-7.5pp | 802.84%-780.2pp | 29.38%-6.8pp |
| Employer contribution / active EE | $2,184 | $2,190-0.2% | $5,143-57.5% | $2,177+0.4% |
| Participant deferral / active EE | $3,513 | $2,471+42.2% | $5,198-32.4% | $3,5140% |
| Admin fee / account holder | $197 | $472-58.3% | $13,954-98.6% | $847-76.8% |