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 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $234 |
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 | $22,512 | $53,925-58.3% | $75,670-70.3% | $69,631-67.7% |
| Participation rate | 71.0% | 71.2%-0.2pp | 72.3%-1.3pp | 70.7%+0.3pp |
| Annual return | 17.05% | 17.84%-0.8pp | 27.34%-10.3pp | 27571.02%-27554.0pp |
| Employer contribution / active EE | $257 | $1,802-85.7% | $2,352-89.1% | $2,032-87.4% |
| Participant deferral / active EE | $2,405 | $2,569-6.4% | $3,142-23.5% | $3,224-25.4% |
| Admin fee / account holder | $122 | $97+25.6% | $5,800-97.9% | $110+10.4% |