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 37 · EIN 01-0233346 | Loan Processing | $26,043 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $23,549 | $64,286-63.4% | $90,951-74.1% | $73,409-67.9% |
| Participation rate | 84.7% | 63.6%+21.1pp | 69.0%+15.7pp | 72.2%+12.6pp |
| Annual return | 20.63% | 21.45%-0.8pp | 134.60%-114.0pp | 59.29%-38.7pp |
| Employer contribution / active EE | $123 | $895-86.2% | $2,122-94.2% | $2,234-94.5% |
| Participant deferral / active EE | $2,090 | $2,453-14.8% | $3,373-38.0% | $3,805-45.1% |
| Admin fee / account holder | $73 | $287-74.4% | $5,959-98.8% | $158-53.5% |