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 Service code 15 · EIN 01-0233346 | Recordkeeping | $0 |
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 | $40,648 | $42,772-5.0% | $87,507-53.5% | $55,167-26.3% |
| Participation rate | 91.4% | 66.5%+24.9pp | 73.8%+17.6pp | 69.0%+22.4pp |
| Annual return | 5.58% | 21.20%-15.6pp | 12.21%-6.6pp | 169.23%-163.6pp |
| Employer contribution / active EE | $1,433 | $1,277+12.3% | $2,550-43.8% | $1,963-27.0% |
| Participant deferral / active EE | $3,283 | $2,342+40.2% | $3,149+4.3% | $3,054+7.5% |
| Admin fee / account holder | $10 | $461-97.7% | $4,221-99.8% | $504-97.9% |