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 | $519 |
Annual investment return 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 | $56,691 | $65,376-13.3% | $87,100-34.9% | $65,185-13.0% |
| Participation rate | 87.4% | 75.3%+12.1pp | 76.9%+10.5pp | 70.2%+17.2pp |
| Annual return | 17.09% | 31.27%-14.2pp | 28.19%-11.1pp | 29.38%-12.3pp |
| Employer contribution / active EE | $729 | $1,822-60.0% | $2,521-71.1% | $2,177-66.5% |
| Participant deferral / active EE | $2,401 | $3,388-29.1% | $4,049-40.7% | $3,514-31.7% |
| Admin fee / account holder | $173 | $520-66.8% | $7,497-97.7% | $847-79.6% |