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 | $575 |
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 | $18,849 | $50,637-62.8% | $86,590-78.2% | $62,292-69.7% |
| Participation rate | 75.0% | 67.9%+7.1pp | 73.5%+1.5pp | 69.5%+5.5pp |
| Annual return | 19.03% | 20.80%-1.8pp | 964.84%-945.8pp | 28.90%-9.9pp |
| Employer contribution / active EE | $1,131 | $2,075-45.5% | $2,839-60.2% | $2,042-44.6% |
| Participant deferral / active EE | $1,483 | $2,611-43.2% | $3,609-58.9% | $3,169-53.2% |
| Admin fee / account holder | $48 | $413-88.3% | $4,906-99.0% | $479-89.9% |