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 | $928 |
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 | $47,096 | $58,726-19.8% | $92,233-48.9% | $62,292-24.4% |
| Participation rate | 87.3% | 68.3%+19.0pp | 76.5%+10.8pp | 69.5%+17.8pp |
| Annual return | 16.23% | 43.62%-27.4pp | 176.28%-160.0pp | 28.90%-12.7pp |
| Employer contribution / active EE | $3,606 | $2,392+50.8% | $3,679-2.0% | $2,042+76.6% |
| Participant deferral / active EE | $1,935 | $2,766-30.1% | $3,897-50.4% | $3,169-39.0% |
| Admin fee / account holder | $46 | $556-91.8% | $5,194-99.1% | $479-90.5% |