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 Service code 15 · EIN 80-0709115 | Recordkeeping | $59,345 |
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 | $97,461 | $37,196+162.0% | $154,107-36.8% | $55,725+74.9% |
| Participation rate | 85.8% | 64.1%+21.7pp | 83.0%+2.8pp | 70.9%+15.0pp |
| Annual return | -5.50% | 1319.68%-1325.2pp | 735.12%-740.6pp | 244.93%-250.4pp |
| Employer contribution / active EE | $4,646 | $1,614+187.8% | $5,298-12.3% | $2,078+123.6% |
| Participant deferral / active EE | $3,961 | $2,068+91.5% | $5,081-22.0% | $3,356+18.1% |
| Admin fee / account holder | $111 | $102+9.5% | $13,411-99.2% | $115-3.4% |