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 | $36 |
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 | $60,274 | $99,957-39.7% | $149,696-59.7% | $73,488-18.0% |
| Participation rate | 73.1% | 75.7%-2.6pp | 82.5%-9.4pp | 70.7%+2.4pp |
| Annual return | 15.27% | 53.87%-38.6pp | 276.60%-261.3pp | 28.51%-13.2pp |
| Employer contribution / active EE | $1,759 | $3,191-44.9% | $4,644-62.1% | $2,270-22.5% |
| Participant deferral / active EE | $3,452 | $6,073-43.1% | $6,842-49.5% | $3,740-7.7% |
| Admin fee / account holder | $252 | $551-54.2% | $9,309-97.3% | $513-50.9% |