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 | $1,500 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,043 | $49,915-49.8% | $154,803-83.8% | $74,304-66.3% |
| Participation rate | 86.0% | 54.0%+32.0pp | 78.1%+7.9pp | 60.3%+25.6pp |
| Annual return | 14.17% | 34.06%-19.9pp | 58.88%-44.7pp | 29.43%-15.3pp |
| Employer contribution / active EE | $1,758 | $1,611+9.1% | $4,305-59.2% | $2,241-21.6% |
| Participant deferral / active EE | $1,528 | $2,255-32.2% | $5,540-72.4% | $3,767-59.4% |
| Admin fee / account holder | $12 | $2,189-99.5% | $14,329-99.9% | $2,969-99.6% |