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 9-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 | $479 |
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 | $25,576 | $58,879-56.6% | $178,490-85.7% | $73,488-65.2% |
| Participation rate | 96.4% | 66.2%+30.2pp | 81.9%+14.5pp | 70.7%+25.7pp |
| Annual return | 21.45% | 24.86%-3.4pp | 151.07%-129.6pp | 28.51%-7.1pp |
| Employer contribution / active EE | $2,115 | $2,236-5.4% | $5,011-57.8% | $2,270-6.8% |
| Participant deferral / active EE | $4,556 | $2,567+77.4% | $5,202-12.4% | $3,740+21.8% |
| Admin fee / account holder | $107 | $400-73.2% | $13,984-99.2% | $513-79.1% |