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 | 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 | $83,694 | $89,739-6.7% | $149,718-44.1% | $62,292+34.4% |
| Participation rate | 77.2% | 85.1%-7.9pp | 87.1%-9.9pp | 69.5%+7.7pp |
| Annual return | 19.31% | 21.01%-1.7pp | 1501.63%-1482.3pp | 28.90%-9.6pp |
| Employer contribution / active EE | $1,766 | $3,233-45.4% | $5,445-67.6% | $2,042-13.5% |
| Participant deferral / active EE | $3,530 | $4,797-26.4% | $6,569-46.3% | $3,169+11.4% |
| Admin fee / account holder | $19 | $551-96.6% | $11,283-99.8% | $479-96.1% |