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 | $491 |
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 | $13,035 | $43,327-69.9% | $59,878-78.2% | $64,186-79.7% |
| Participation rate | 72.4% | 69.2%+3.2pp | 74.7%-2.3pp | 69.6%+2.8pp |
| Annual return | -4.44% | -1.55%-2.9pp | 3.46%-7.9pp | 7.63%-12.1pp |
| Employer contribution / active EE | $1,488 | $2,028-26.7% | $2,722-45.3% | $2,381-37.5% |
| Participant deferral / active EE | $2,763 | $2,546+8.5% | $3,402-18.8% | $3,470-20.4% |
| Admin fee / account holder | $18 | $3,005-99.4% | $3,590-99.5% | $4,888-99.6% |