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 | 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 | $20,472 | $47,977-57.3% | $154,107-86.7% | $56,287-63.6% |
| Participation rate | 75.9% | 66.2%+9.7pp | 83.0%-7.2pp | 69.9%+6.0pp |
| Annual return | -5.01% | 3.54%-8.6pp | 735.12%-740.1pp | -9.96%+4.9pp |
| Employer contribution / active EE | $898 | $2,169-58.6% | $5,298-83.0% | $2,111-57.5% |
| Participant deferral / active EE | $1,550 | $2,392-35.2% | $5,081-69.5% | $3,350-53.7% |
| Admin fee / account holder | $0 | $438-100.0% | $13,411-100.0% | $521-100.0% |