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 | $650 |
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 | $23,642 | $52,953-55.4% | $172,739-86.3% | $65,185-63.7% |
| Participation rate | 100.0% | 66.2%+33.8pp | 82.6%+17.4pp | 70.2%+29.8pp |
| Annual return | 18.58% | 30.12%-11.5pp | 802.84%-784.3pp | 29.38%-10.8pp |
| Employer contribution / active EE | $1,729 | $2,190-21.0% | $5,143-66.4% | $2,177-20.6% |
| Participant deferral / active EE | $1,308 | $2,471-47.1% | $5,198-74.8% | $3,514-62.8% |
| Admin fee / account holder | $11 | $472-97.8% | $13,954-99.9% | $847-98.8% |