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 PO BOX 600 · BUFFALO, NY 14201 | Recordkeeping | $1,044 |
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 | $68,750 | $81,474-15.6% | $133,956-48.7% | $73,488-6.4% |
| Participation rate | 95.5% | 76.4%+19.1pp | 79.8%+15.6pp | 70.7%+24.8pp |
| Annual return | 13.83% | 19.40%-5.6pp | 45.09%-31.3pp | 28.51%-14.7pp |
| Employer contribution / active EE | $4,362 | $2,209+97.4% | $3,919+11.3% | $2,270+92.2% |
| Participant deferral / active EE | $3,230 | $3,786-14.7% | $5,048-36.0% | $3,740-13.6% |
| Admin fee / account holder | $232 | $713-67.4% | $8,927-97.4% | $513-54.7% |