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 · EIN 01-0233346 | Recordkeeping | $2,825 |
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 | $122,901 | $66,310+85.3% | $93,606+31.3% | $65,185+88.5% |
| Participation rate | 97.8% | 74.0%+23.8pp | 75.8%+21.9pp | 70.2%+27.6pp |
| Annual return | 22.03% | 42.58%-20.6pp | 32.76%-10.7pp | 29.38%-7.4pp |
| Employer contribution / active EE | $6,671 | $2,012+231.5% | $2,718+145.4% | $2,177+206.5% |
| Participant deferral / active EE | $8,889 | $3,342+166.0% | $4,069+118.5% | $3,514+153.0% |
| Admin fee / account holder | $9 | $6,897-99.9% | $7,888-99.9% | $847-98.9% |