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 PO BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $0 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $45,301 | $71,192-36.4% | $117,854-61.6% | $62,292-27.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 15.70% | 18.66%-3.0pp | 335.08%-319.4pp | 28.90%-13.2pp |
| Employer contribution / active EE | $3,764 | $1,934+94.7% | $3,786-0.6% | $2,042+84.3% |
| Participant deferral / active EE | $2,509 | $3,189-21.3% | $4,482-44.0% | $3,169-20.8% |
| Admin fee / account holder | $0 | $587-100.0% | $8,020-100.0% | $479-100.0% |