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 | $164 |
Form 5500 reported that benefits due were not provided when due.
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 | $64,543 | $75,183-14.2% | $123,892-47.9% | $55,167+17.0% |
| Participation rate | 100.0% | 72.8%+27.2pp | 81.4%+18.6pp | 69.0%+31.0pp |
| Annual return | 19.24% | 19.01%+0.2pp | 47.52%-28.3pp | 169.23%-150.0pp |
| Employer contribution / active EE | $4,619 | $2,823+63.6% | $4,6170% | $1,963+135.4% |
| Participant deferral / active EE | $6,256 | $5,084+23.0% | $5,984+4.5% | $3,054+104.8% |
| Admin fee / account holder | $2 | $663-99.7% | $8,357-100.0% | $504-99.6% |