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 | $260 |
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 | $67,280 | $77,813-13.5% | $123,544-45.5% | $64,186+4.8% |
| Participation rate | 75.6% | 74.7%+0.9pp | 82.3%-6.7pp | 69.6%+6.0pp |
| Annual return | -7.04% | 12.48%-19.5pp | 119.20%-126.2pp | 7.63%-14.7pp |
| Employer contribution / active EE | $2,855 | $3,014-5.3% | $4,628-38.3% | $2,381+19.9% |
| Participant deferral / active EE | $6,347 | $5,240+21.1% | $6,426-1.2% | $3,470+82.9% |
| Admin fee / account holder | $262 | $5,519-95.3% | $9,284-97.2% | $4,888-94.6% |