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 | $1,296 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $64,418 | $61,214+5.2% | $83,333-22.7% | $56,287+14.4% |
| Participation rate | 87.7% | 72.6%+15.1pp | 77.8%+9.9pp | 69.9%+17.9pp |
| Annual return | -7.50% | 0.42%-7.9pp | 10.63%-18.1pp | -9.96%+2.5pp |
| Employer contribution / active EE | $6,095 | $1,925+216.6% | $3,379+80.4% | $2,111+188.7% |
| Participant deferral / active EE | $8,376 | $5,091+64.5% | $5,565+50.5% | $3,350+150.0% |
| Admin fee / account holder | $0 | $512-100.0% | $7,510-100.0% | $521-100.0% |