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 7-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 | $230 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $155,723 | $89,652+73.7% | $141,162+10.3% | $65,185+138.9% |
| Participation rate | 80.4% | 74.7%+5.7pp | 82.5%-2.0pp | 70.2%+10.2pp |
| Annual return | 181.34% | 32.79%+148.5pp | 71.39%+109.9pp | 29.38%+152.0pp |
| Employer contribution / active EE | $4,422 | $3,065+44.3% | $4,735-6.6% | $2,177+103.2% |
| Participant deferral / active EE | $9,666 | $5,691+69.8% | $6,709+44.1% | $3,514+175.1% |
| Admin fee / account holder | $403 | $569-29.1% | $10,261-96.1% | $847-52.4% |