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 14201 | Recordkeeping | $1,141 |
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 | $27,998 | $99,957-72.0% | $149,696-81.3% | $73,488-61.9% |
| Participation rate | 100.0% | 75.7%+24.3pp | 82.5%+17.5pp | 70.7%+29.3pp |
| Annual return | 57.89% | 53.87%+4.0pp | 276.60%-218.7pp | 28.51%+29.4pp |
| Employer contribution / active EE | $4,772 | $3,191+49.5% | $4,644+2.7% | $2,270+110.2% |
| Participant deferral / active EE | $5,328 | $6,073-12.3% | $6,842-22.1% | $3,740+42.5% |
| Admin fee / account holder | $212 | $551-61.4% | $9,309-97.7% | $513-58.6% |