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 | $1,808 |
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 | $46,887 | $46,423+1.0% | $75,886-38.2% | $67,579-30.6% |
| Participation rate | 96.6% | 63.1%+33.5pp | 69.3%+27.3pp | 71.3%+25.3pp |
| Annual return | 30.04% | 32.29%-2.3pp | 30.76%-0.7pp | 378.56%-348.5pp |
| Employer contribution / active EE | $2,136 | $1,406+51.9% | $2,500-14.6% | $2,148-0.5% |
| Participant deferral / active EE | $3,199 | $2,564+24.8% | $3,603-11.2% | $3,539-9.6% |
| Admin fee / account holder | $16 | $132-87.9% | $5,418-99.7% | $142-88.8% |