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 | $1,141 |
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 | $60,244 | $65,322-7.8% | $70,449-14.5% | $73,488-18.0% |
| Participation rate | 99.2% | 77.0%+22.3pp | 75.1%+24.2pp | 70.7%+28.5pp |
| Annual return | 14.95% | 15.71%-0.8pp | 109.03%-94.1pp | 28.51%-13.6pp |
| Employer contribution / active EE | $4,490 | $2,460+82.5% | $2,737+64.1% | $2,270+97.8% |
| Participant deferral / active EE | $3,207 | $3,375-5.0% | $3,709-13.5% | $3,740-14.2% |
| Admin fee / account holder | $57 | $214-73.4% | $3,845-98.5% | $513-88.9% |