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 142010600 | Recordkeeping | $1,233 |
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 | $51,654 | $60,795-15.0% | $69,455-25.6% | $65,185-20.8% |
| Participation rate | 99.2% | 74.9%+24.3pp | 74.6%+24.6pp | 70.2%+29.0pp |
| Annual return | 18.97% | 17.46%+1.5pp | 28.97%-10.0pp | 29.38%-10.4pp |
| Employer contribution / active EE | $4,348 | $2,452+77.3% | $2,779+56.5% | $2,177+99.8% |
| Participant deferral / active EE | $3,140 | $3,162-0.7% | $3,535-11.2% | $3,514-10.6% |
| Admin fee / account holder | $82 | $314-73.8% | $3,839-97.9% | $847-90.3% |