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 | $800 |
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 | $80,201 | $78,422+2.3% | $95,952-16.4% | $79,858+0.4% |
| Participation rate | 97.4% | 73.5%+23.9pp | 77.1%+20.3pp | 69.6%+27.8pp |
| Annual return | 11.85% | 19.37%-7.5pp | 91.61%-79.8pp | 31.71%-19.9pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,993 | $3,440-42.1% | $4,167-52.2% | $3,740-46.7% |
| Admin fee / account holder | $20 | $5,622-99.7% | $6,795-99.7% | $5,306-99.6% |