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 | $484 |
Participant 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 | $40,868 | $81,537-49.9% | $149,718-72.7% | $69,631-41.3% |
| Participation rate | 72.6% | 86.1%-13.5pp | 87.1%-14.4pp | 70.7%+2.0pp |
| Annual return | 17.62% | 22.79%-5.2pp | 1501.63%-1484.0pp | 27571.02%-27553.4pp |
| Employer contribution / active EE | $1,202 | $3,239-62.9% | $5,445-77.9% | $2,032-40.9% |
| Participant deferral / active EE | $2,164 | $4,994-56.7% | $6,569-67.1% | $3,224-32.9% |
| Admin fee / account holder | $149 | $107+39.1% | $11,283-98.7% | $110+34.6% |