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 Service code 15 · EIN 01-0233346 | Recordkeeping | $53,438 |
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 | $166,759 | $79,428+109.9% | $106,548+56.5% | $79,386+110.1% |
| Participation rate | 95.5% | 74.1%+21.4pp | 76.1%+19.4pp | 70.7%+24.8pp |
| Annual return | 14.91% | 18.27%-3.4pp | 26.80%-11.9pp | 116.85%-101.9pp |
| Employer contribution / active EE | $7,243 | $2,234+224.2% | $2,819+157.0% | $2,427+198.4% |
| Participant deferral / active EE | $11,695 | $3,823+205.9% | $4,398+165.9% | $4,046+189.1% |
| Admin fee / account holder | $230 | $523-56.0% | $7,407-96.9% | $626-63.2% |