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 PO BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $1,160 |
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 | $56,380 | $33,067+70.5% | $76,523-26.3% | $56,287+0.2% |
| Participation rate | 79.3% | 55.4%+23.9pp | 68.0%+11.3pp | 69.9%+9.4pp |
| Annual return | -6.07% | 2.72%-8.8pp | -0.27%-5.8pp | -9.96%+3.9pp |
| Employer contribution / active EE | $3,208 | $1,200+167.3% | $2,647+21.2% | $2,111+52.0% |
| Participant deferral / active EE | $4,750 | $2,240+112.1% | $3,835+23.8% | $3,350+41.8% |
| Admin fee / account holder | $73 | $537-86.4% | $4,848-98.5% | $521-86.0% |