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 | $1,326 |
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 | $220,805 | $55,472+298.0% | $155,567+41.9% | $74,546+196.2% |
| Participation rate | 98.1% | 61.9%+36.2pp | 78.2%+19.9pp | 67.2%+30.9pp |
| Annual return | 14.19% | 268.72%-254.5pp | 64.74%-50.5pp | 1366.03%-1351.8pp |
| Employer contribution / active EE | $5,799 | $2,269+155.6% | $4,674+24.1% | $2,624+121.0% |
| Participant deferral / active EE | $4,645 | $2,838+63.7% | $5,628-17.5% | $4,347+6.9% |
| Admin fee / account holder | $22 | $1,743-98.7% | $15,916-99.9% | $1,944-98.9% |