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 Service code 15 · EIN 01-0233346 | Recordkeeping | $886 |
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 | $32,791 | $52,884-38.0% | $84,750-61.3% | $55,167-40.6% |
| Participation rate | 85.6% | 67.5%+18.1pp | 76.6%+9.0pp | 69.0%+16.6pp |
| Annual return | 6.02% | 18.03%-12.0pp | 22.78%-16.8pp | 169.23%-163.2pp |
| Employer contribution / active EE | $3,677 | $2,233+64.6% | $3,574+2.9% | $1,963+87.3% |
| Participant deferral / active EE | $1,532 | $2,644-42.0% | $3,712-58.7% | $3,054-49.8% |
| Admin fee / account holder | $22 | $581-96.2% | $5,332-99.6% | $504-95.7% |