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 |
|---|---|---|
Service code 26 · EIN 93-1249395 | Advisory (Participants) | $35,129 |
Filed as: JOHN HANCOCK INS CO U.S.A. Service code 15 · EIN 01-0233346 | Recordkeeping | $200 |
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 | $107,796 | $58,726+83.6% | $92,233+16.9% | $62,292+73.0% |
| Participation rate | 93.4% | 68.3%+25.1pp | 76.5%+16.9pp | 69.5%+23.9pp |
| Annual return | 9.73% | 43.62%-33.9pp | 176.28%-166.5pp | 28.90%-19.2pp |
| Employer contribution / active EE | $6,086 | $2,392+154.4% | $3,679+65.4% | $2,042+198.0% |
| Participant deferral / active EE | $4,394 | $2,766+58.9% | $3,897+12.8% | $3,169+38.6% |
| Admin fee / account holder | $189 | $556-66.0% | $5,194-96.4% | $479-60.5% |