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 | $750 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,375 | $65,061-61.0% | $143,757-82.3% | $66,914-62.1% |
| Participation rate | 96.4% | 65.2%+31.2pp | 80.3%+16.0pp | 69.8%+26.5pp |
| Annual return | -12.57% | -11.14%-1.4pp | -0.04%-12.5pp | 1.58%-14.2pp |
| Employer contribution / active EE | $1,886 | $2,361-20.1% | $4,951-61.9% | $2,544-25.9% |
| Participant deferral / active EE | $1,541 | $2,919-47.2% | $5,637-72.7% | $4,237-63.6% |
| Admin fee / account holder | $12 | $502-97.6% | $14,673-99.9% | $593-97.9% |