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 | $246 |
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 | $80,505 | $89,355-9.9% | $141,162-43.0% | $72,985+10.3% |
| Participation rate | 88.2% | 75.1%+13.1pp | 82.5%+5.8pp | 69.5%+18.7pp |
| Annual return | 23.25% | 111.85%-88.6pp | 71.39%-48.1pp | 81.00%-57.8pp |
| Employer contribution / active EE | $3,528 | $3,114+13.3% | $4,735-25.5% | $2,440+44.6% |
| Participant deferral / active EE | $6,987 | $5,418+29.0% | $6,709+4.1% | $3,607+93.7% |
| Admin fee / account holder | $258 | $5,958-95.7% | $10,261-97.5% | $5,124-95.0% |