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 | $971 |
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 | $29,060 | $76,000-61.8% | $154,107-81.1% | $64,186-54.7% |
| Participation rate | 93.3% | 70.4%+22.8pp | 83.0%+10.2pp | 69.6%+23.7pp |
| Annual return | -9.43% | 30.32%-39.8pp | 735.12%-744.6pp | 7.63%-17.1pp |
| Employer contribution / active EE | $3,019 | $3,351-9.9% | $5,298-43.0% | $2,381+26.8% |
| Participant deferral / active EE | $1,839 | $3,175-42.1% | $5,081-63.8% | $3,470-47.0% |
| Admin fee / account holder | $70 | $5,596-98.7% | $13,411-99.5% | $4,888-98.6% |