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 INSURANCE CO USA Service code 15 · EIN 01-0233346 | Recordkeeping | $398 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $0 |
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 | $42,667 | $99,957-57.3% | $149,696-71.5% | $73,488-41.9% |
| Participation rate | 90.6% | 75.7%+14.9pp | 82.5%+8.1pp | 70.7%+19.9pp |
| Annual return | 25.98% | 53.87%-27.9pp | 276.60%-250.6pp | 28.51%-2.5pp |
| Employer contribution / active EE | $3,507 | $3,191+9.9% | $4,644-24.5% | $2,270+54.5% |
| Participant deferral / active EE | $7,916 | $6,073+30.4% | $6,842+15.7% | $3,740+111.7% |
| Admin fee / account holder | $225 | $551-59.1% | $9,309-97.6% | $513-56.1% |