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 | $426 |
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 | $106,817 | $47,977+122.6% | $154,107-30.7% | $56,287+89.8% |
| Participation rate | 76.5% | 66.2%+10.3pp | 83.0%-6.6pp | 69.9%+6.6pp |
| Annual return | -7.05% | 3.54%-10.6pp | 735.12%-742.2pp | -9.96%+2.9pp |
| Employer contribution / active EE | $2,790 | $2,169+28.7% | $5,298-47.3% | $2,111+32.2% |
| Participant deferral / active EE | $4,899 | $2,392+104.8% | $5,081-3.6% | $3,350+46.3% |
| Admin fee / account holder | $222 | $438-49.3% | $13,411-98.3% | $521-57.4% |