Filed December 31, 2022
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 | $225 |
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 | $29,217 | $55,453-47.3% | $170,442-82.9% | $62,292-53.1% |
| Participation rate | 99.2% | 66.4%+32.9pp | 83.6%+15.6pp | 69.5%+29.7pp |
| Annual return | 19.60% | 21.38%-1.8pp | 205.93%-186.3pp | 28.90%-9.3pp |
| Employer contribution / active EE | $1,667 | $2,164-22.9% | $5,433-69.3% | $2,042-18.4% |
| Participant deferral / active EE | $1,124 | $2,303-51.2% | $4,939-77.2% | $3,169-64.5% |
| Admin fee / account holder | $5 | $455-98.9% | $13,880-100.0% | $479-99.0% |