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 | $19,330 |
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 | $78,599 | $51,466+52.7% | $78,778-0.2% | $62,292+26.2% |
| Participation rate | 72.8% | 59.8%+13.0pp | 69.2%+3.6pp | 69.5%+3.3pp |
| Annual return | 21.19% | 19.96%+1.2pp | 35.62%-14.4pp | 28.90%-7.7pp |
| Employer contribution / active EE | $332 | $827-59.8% | $1,986-83.3% | $2,042-83.7% |
| Participant deferral / active EE | $3,872 | $2,147+80.3% | $2,958+30.9% | $3,169+22.2% |
| Admin fee / account holder | $199 | $489-59.3% | $5,134-96.1% | $479-58.4% |