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 | $575 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $47,999 | $47,448+1.2% | $94,993-49.5% | $62,292-22.9% |
| Participation rate | 91.2% | 66.5%+24.7pp | 73.9%+17.3pp | 69.5%+21.7pp |
| Annual return | 13.55% | 22.64%-9.1pp | 27.12%-13.6pp | 28.90%-15.4pp |
| Employer contribution / active EE | $1,362 | $1,300+4.7% | $2,603-47.7% | $2,042-33.3% |
| Participant deferral / active EE | $3,147 | $2,375+32.5% | $3,317-5.1% | $3,169-0.7% |
| Admin fee / account holder | $19 | $434-95.6% | $4,960-99.6% | $479-96.0% |