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 | $650 |
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 | $18,633 | $44,873-58.5% | $79,464-76.6% | $56,287-66.9% |
| Participation rate | 70.4% | 68.7%+1.6pp | 73.3%-3.0pp | 69.9%+0.5pp |
| Annual return | -5.79% | 0.81%-6.6pp | 718.14%-723.9pp | -9.96%+4.2pp |
| Employer contribution / active EE | $1,052 | $2,140-50.9% | $2,800-62.4% | $2,111-50.2% |
| Participant deferral / active EE | $1,532 | $2,746-44.2% | $3,704-58.6% | $3,350-54.3% |
| Admin fee / account holder | $52 | $418-87.5% | $5,113-99.0% | $521-89.9% |