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 | $450 |
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 | $58,448 | $155,795-62.5% | $136,294-57.1% | $69,631-16.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 70.7%+29.3pp |
| Annual return | 17.96% | 232464.33%-232446.4pp | 5155.94%-5138.0pp | 27571.02%-27553.1pp |
| Employer contribution / active EE | $4,343 | $2,991+45.2% | $4,695-7.5% | $2,032+113.7% |
| Participant deferral / active EE | $3,032 | $5,394-43.8% | $6,247-51.5% | $3,224-5.9% |
| Admin fee / account holder | $18 | $128-86.3% | $9,243-99.8% | $110-84.1% |