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 PO BOX 600 · BUFFALO, NY 14201 | Recordkeeping | $26,105 |
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 | $60,511 | $85,766-29.4% | $136,294-55.6% | $70,131-13.7% |
| Participation rate | 71.7% | 74.2%-2.5pp | 81.9%-10.3pp | 69.5%+2.1pp |
| Annual return | 17.74% | 31.45%-13.7pp | 5155.94%-5138.2pp | 73.14%-55.4pp |
| Employer contribution / active EE | $3,692 | $2,966+24.5% | $4,695-21.4% | $2,342+57.6% |
| Participant deferral / active EE | $5,854 | $5,051+15.9% | $6,247-6.3% | $3,332+75.7% |
| Admin fee / account holder | $173 | $5,420-96.8% | $9,243-98.1% | $4,645-96.3% |