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 | $395 |
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 | $29,106 | $80,753-64.0% | $136,294-78.6% | $62,292-53.3% |
| Participation rate | 73.2% | 73.5%-0.4pp | 81.9%-8.7pp | 69.5%+3.7pp |
| Annual return | 23.19% | 35.83%-12.6pp | 5155.94%-5132.7pp | 28.90%-5.7pp |
| Employer contribution / active EE | $609 | $2,884-78.9% | $4,695-87.0% | $2,042-70.2% |
| Participant deferral / active EE | $6,094 | $5,164+18.0% | $6,247-2.5% | $3,169+92.3% |
| Admin fee / account holder | $2 | $525-99.6% | $9,243-100.0% | $479-99.5% |