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 | $56,180 |
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 | $136,895 | $52,293+161.8% | $178,490-23.3% | $73,409+86.5% |
| Participation rate | 90.1% | 65.3%+24.7pp | 81.9%+8.2pp | 72.2%+17.9pp |
| Annual return | 13.44% | 34.75%-21.3pp | 151.07%-137.6pp | 59.29%-45.9pp |
| Employer contribution / active EE | $4,816 | $1,735+177.5% | $5,011-3.9% | $2,234+115.6% |
| Participant deferral / active EE | $4,123 | $2,332+76.8% | $5,202-20.7% | $3,805+8.4% |
| Admin fee / account holder | $90 | $127-29.4% | $13,984-99.4% | $158-43.1% |