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 | $1,321 |
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 | $40,891 | $95,416-57.1% | $185,823-78.0% | $85,850-52.4% |
| Participation rate | 98.9% | 68.8%+30.2pp | 81.7%+17.2pp | 69.3%+29.6pp |
| Annual return | 10.84% | 23.59%-12.7pp | 122.05%-111.2pp | 318.53%-307.7pp |
| Employer contribution / active EE | $3,183 | $3,314-4.0% | $5,167-38.4% | $2,565+24.1% |
| Participant deferral / active EE | $2,056 | $3,423-39.9% | $5,568-63.1% | $3,952-48.0% |
| Admin fee / account holder | $50 | $7,213-99.3% | $16,237-99.7% | $6,260-99.2% |