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 7-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 P.O. BOX 600 · BUFFALO, NY 14201 | Recordkeeping | $1,208 |
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 | $32,142 | $54,573-41.1% | $90,951-64.7% | $73,488-56.3% |
| Participation rate | 87.5% | 61.2%+26.3pp | 69.0%+18.5pp | 70.7%+16.8pp |
| Annual return | 15.22% | 16.69%-1.5pp | 134.60%-119.4pp | 28.51%-13.3pp |
| Employer contribution / active EE | $2,642 | $991+166.5% | $2,122+24.5% | $2,270+16.4% |
| Participant deferral / active EE | $2,624 | $2,517+4.2% | $3,373-22.2% | $3,740-29.8% |
| Admin fee / account holder | $3 | $521-99.5% | $5,959-100.0% | $513-99.5% |