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 | $647 |
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 | $67,046 | $71,883-6.7% | $86,677-22.6% | $68,494-2.1% |
| Participation rate | 88.3% | 72.2%+16.1pp | 76.6%+11.7pp | 67.9%+20.4pp |
| Annual return | -15.63% | 3.52%-19.2pp | 35.91%-51.5pp | -7.84%-7.8pp |
| Employer contribution / active EE | $895 | $2,173-58.8% | $2,836-68.4% | $2,596-65.5% |
| Participant deferral / active EE | $3,206 | $3,779-15.2% | $4,656-31.1% | $4,027-20.4% |
| Admin fee / account holder | $224 | $6,112-96.3% | $7,493-97.0% | $5,403-95.8% |