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 13 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 142010600 | Contract Administrator | $294 |
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 | $112,413 | $50,464+122.8% | $75,781+48.3% | $52,331+114.8% |
| Participation rate | 76.6% | 66.8%+9.8pp | 75.8%+0.8pp | 68.1%+8.5pp |
| Annual return | 0.58% | 1.03%-0.4pp | 9.68%-9.1pp | 4.54%-4.0pp |
| Employer contribution / active EE | $6,767 | $1,988+240.4% | $3,323+103.6% | $1,882+259.6% |
| Participant deferral / active EE | $3,241 | $2,570+26.1% | $3,651-11.2% | $3,022+7.2% |
| Admin fee / account holder | $180 | $1,103-83.7% | $5,299-96.6% | $592-69.5% |