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 USA Service code 15 · EIN 01-0233346 | Recordkeeping | $23,648 |
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 | $21,731 | $55,453-60.8% | $170,442-87.3% | $62,292-65.1% |
| Participation rate | 78.5% | 66.4%+12.2pp | 83.6%-5.1pp | 69.5%+9.0pp |
| Annual return | 10.96% | 21.38%-10.4pp | 205.93%-195.0pp | 28.90%-17.9pp |
| Employer contribution / active EE | $1,778 | $2,164-17.8% | $5,433-67.3% | $2,042-12.9% |
| Participant deferral / active EE | $1,882 | $2,303-18.3% | $4,939-61.9% | $3,169-40.6% |
| Admin fee / account holder | $159 | $455-65.0% | $13,880-98.9% | $479-66.8% |