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 | $24 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $6,522 | $46,173-85.9% | $170,442-96.2% | $69,631-90.6% |
| Participation rate | 100.0% | 63.9%+36.1pp | 83.6%+16.4pp | 70.7%+29.3pp |
| Annual return | 3.70% | 21.62%-17.9pp | 205.93%-202.2pp | 27571.02%-27567.3pp |
| Employer contribution / active EE | $526 | $1,610-67.3% | $5,433-90.3% | $2,032-74.1% |
| Participant deferral / active EE | $630 | $2,080-69.7% | $4,939-87.2% | $3,224-80.4% |
| Admin fee / account holder | $107 | $116-8.1% | $13,880-99.2% | $110-3.5% |