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 | $930 |
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 | $56,389 | $59,535-5.3% | $90,160-37.5% | $62,292-9.5% |
| Participation rate | 100.0% | 73.0%+27.0pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 25.41% | 23.53%+1.9pp | 34.88%-9.5pp | 28.90%-3.5pp |
| Employer contribution / active EE | $5,765 | $1,826+215.8% | $3,318+73.7% | $2,042+182.3% |
| Participant deferral / active EE | $7,842 | $4,639+69.1% | $5,288+48.3% | $3,169+147.5% |
| Admin fee / account holder | $0 | $337-100.0% | $5,943-100.0% | $479-100.0% |