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 | $48,225 |
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 | $24,507 | $58,879-58.4% | $178,490-86.3% | $73,488-66.7% |
| Participation rate | 84.1% | 66.2%+17.9pp | 81.9%+2.2pp | 70.7%+13.5pp |
| Annual return | 4.86% | 24.86%-20.0pp | 151.07%-146.2pp | 28.51%-23.7pp |
| Employer contribution / active EE | $2,334 | $2,236+4.4% | $5,011-53.4% | $2,270+2.8% |
| Participant deferral / active EE | $2,047 | $2,567-20.3% | $5,202-60.7% | $3,740-45.3% |
| Admin fee / account holder | $252 | $400-37.1% | $13,984-98.2% | $513-51.0% |