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 9-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 HANCCOK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $2,983 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $38,568 | $69,305-44.4% | $82,313-53.1% | $69,631-44.6% |
| Participation rate | 77.6% | 80.3%-2.6pp | 76.9%+0.7pp | 70.7%+7.0pp |
| Annual return | 17.83% | 21.47%-3.6pp | 25.88%-8.1pp | 27571.02%-27553.2pp |
| Employer contribution / active EE | $809 | $1,887-57.1% | $2,428-66.7% | $2,032-60.2% |
| Participant deferral / active EE | $2,394 | $3,568-32.9% | $3,706-35.4% | $3,224-25.7% |
| Admin fee / account holder | $112 | $97+15.3% | $5,608-98.0% | $110+1.4% |