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 | $829 |
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 | $36,524 | $91,190-59.9% | $178,490-79.5% | $79,858-54.3% |
| Participation rate | 95.9% | 69.2%+26.7pp | 81.9%+14.0pp | 69.6%+26.2pp |
| Annual return | 12.75% | 24.19%-11.4pp | 151.07%-138.3pp | 31.71%-19.0pp |
| Employer contribution / active EE | $3,249 | $3,256-0.2% | $5,011-35.1% | $2,471+31.5% |
| Participant deferral / active EE | $1,660 | $3,236-48.7% | $5,202-68.1% | $3,740-55.6% |
| Admin fee / account holder | $48 | $6,751-99.3% | $13,984-99.7% | $5,306-99.1% |