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 Service code 15 PO BOX 600 · BUFFALO, NY 14201 | Recordkeeping | $0 |
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 | $42,261 | $89,739-52.9% | $149,718-71.8% | $62,292-32.2% |
| Participation rate | 95.7% | 85.1%+10.6pp | 87.1%+8.6pp | 69.5%+26.2pp |
| Annual return | 34.13% | 21.01%+13.1pp | 1501.63%-1467.5pp | 28.90%+5.2pp |
| Employer contribution / active EE | $2,810 | $3,233-13.1% | $5,445-48.4% | $2,042+37.6% |
| Participant deferral / active EE | $3,648 | $4,797-24.0% | $6,569-44.5% | $3,169+15.1% |
| Admin fee / account holder | $0 | $551-100.0% | $11,283-100.0% | $479-100.0% |