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 | $23,979 | $58,879-59.3% | $178,490-86.6% | $73,488-67.4% |
| Participation rate | 100.0% | 66.2%+33.8pp | 81.9%+18.1pp | 70.7%+29.3pp |
| Annual return | 13.12% | 24.86%-11.7pp | 151.07%-138.0pp | 28.51%-15.4pp |
| Employer contribution / active EE | $1,890 | $2,236-15.5% | $5,011-62.3% | $2,270-16.7% |
| Participant deferral / active EE | $1,419 | $2,567-44.7% | $5,202-72.7% | $3,740-62.1% |
| Admin fee / account holder | $7 | $400-98.2% | $13,984-99.9% | $513-98.6% |