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 | $100 |
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 | $45,868 | $58,879-22.1% | $178,490-74.3% | $73,488-37.6% |
| Participation rate | 66.8% | 66.2%+0.6pp | 81.9%-15.1pp | 70.7%-3.8pp |
| Annual return | 20.08% | 24.86%-4.8pp | 151.07%-131.0pp | 28.51%-8.4pp |
| Employer contribution / active EE | $2,237 | $2,2360% | $5,011-55.4% | $2,270-1.5% |
| Participant deferral / active EE | $3,683 | $2,567+43.4% | $5,202-29.2% | $3,740-1.5% |
| Admin fee / account holder | $184 | $400-54.0% | $13,984-98.7% | $513-64.1% |