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 | $175 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $10,911 | $52,293-79.1% | $178,490-93.9% | $73,409-85.1% |
| Participation rate | 78.1% | 65.3%+12.8pp | 81.9%-3.8pp | 72.2%+5.9pp |
| Annual return | 17.27% | 34.75%-17.5pp | 151.07%-133.8pp | 59.29%-42.0pp |
| Employer contribution / active EE | $314 | $1,735-81.9% | $5,011-93.7% | $2,234-85.9% |
| Participant deferral / active EE | $2,099 | $2,332-10.0% | $5,202-59.6% | $3,805-44.8% |
| Admin fee / account holder | $104 | $127-18.1% | $13,984-99.3% | $158-33.9% |