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 | Recordkeeping | $2,393 |
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 | $25,813 | $73,102-64.7% | $123,544-79.1% | $56,287-54.1% |
| Participation rate | 82.4% | 74.3%+8.1pp | 82.3%+0.1pp | 69.9%+12.5pp |
| Annual return | -4.98% | 3.01%-8.0pp | 119.20%-124.2pp | -9.96%+5.0pp |
| Employer contribution / active EE | $3,319 | $2,977+11.5% | $4,628-28.3% | $2,111+57.2% |
| Participant deferral / active EE | $3,486 | $5,423-35.7% | $6,426-45.7% | $3,350+4.1% |
| Admin fee / account holder | $28 | $554-95.0% | $9,284-99.7% | $521-94.7% |