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 | $86,929 | $79,523+9.3% | $140,016-37.9% | $56,287+54.4% |
| Participation rate | 76.7% | 85.7%-9.0pp | 87.5%-10.8pp | 69.9%+6.8pp |
| Annual return | -5.90% | 2.39%-8.3pp | 651.12%-657.0pp | -9.96%+4.1pp |
| Employer contribution / active EE | $3,177 | $3,350-5.2% | $5,606-43.3% | $2,111+50.5% |
| Participant deferral / active EE | $4,292 | $5,129-16.3% | $6,927-38.0% | $3,350+28.1% |
| Admin fee / account holder | $0 | $614-100.0% | $10,705-100.0% | $521-100.0% |