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 142010600 | Recordkeeping | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $93,537 | $89,739+4.2% | $149,718-37.5% | $62,292+50.2% |
| Participation rate | 77.0% | 85.1%-8.1pp | 87.1%-10.1pp | 69.5%+7.5pp |
| Annual return | 16.96% | 21.01%-4.1pp | 1501.63%-1484.7pp | 28.90%-11.9pp |
| Employer contribution / active EE | $3,079 | $3,233-4.8% | $5,445-43.5% | $2,042+50.8% |
| Participant deferral / active EE | $4,064 | $4,797-15.3% | $6,569-38.1% | $3,169+28.2% |
| Admin fee / account holder | $0 | $551-100.0% | $11,283-100.0% | $479-100.0% |