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 | $1,634 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,542 | $58,347+39.8% | $85,682-4.8% | $86,799-6.1% |
| Participation rate | 96.8% | 64.9%+31.9pp | 69.9%+26.9pp | 72.3%+24.5pp |
| Annual return | 81.63% | 18.43%+63.2pp | 21.49%+60.1pp | 97.91%-16.3pp |
| Employer contribution / active EE | $2,591 | $1,751+48.0% | $2,618-1.0% | $2,405+7.7% |
| Participant deferral / active EE | $3,994 | $3,065+30.3% | $3,923+1.8% | $4,131-3.3% |
| Admin fee / account holder | $201 | $147+36.0% | $6,873-97.1% | $170+18.3% |