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 U.S.A. Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $340 |
Employer contribution per participant 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 | $56,430 | $80,753-30.1% | $136,294-58.6% | $62,292-9.4% |
| Participation rate | 78.0% | 73.5%+4.4pp | 81.9%-3.9pp | 69.5%+8.5pp |
| Annual return | 23.08% | 35.83%-12.7pp | 5155.94%-5132.9pp | 28.90%-5.8pp |
| Employer contribution / active EE | $289 | $2,884-90.0% | $4,695-93.8% | $2,042-85.8% |
| Participant deferral / active EE | $6,764 | $5,164+31.0% | $6,247+8.3% | $3,169+113.4% |
| Admin fee / account holder | $174 | $525-66.8% | $9,243-98.1% | $479-63.7% |