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 | $410 |
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 | $9,234 | $31,679-70.9% | $74,701-87.6% | $65,185-85.8% |
| Participation rate | 90.4% | 40.4%+50.1pp | 54.5%+35.9pp | 70.2%+20.2pp |
| Annual return | 13.04% | 39.04%-26.0pp | 752.92%-739.9pp | 29.38%-16.3pp |
| Employer contribution / active EE | $1,226 | $566+116.6% | $1,084+13.1% | $2,177-43.7% |
| Participant deferral / active EE | $1,602 | $1,191+34.5% | $1,964-18.4% | $3,514-54.4% |
| Admin fee / account holder | $153 | $379-59.7% | $3,333-95.4% | $847-82.0% |