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 | $53,507 | $98,982-45.9% | $162,163-67.0% | $65,185-17.9% |
| Participation rate | 93.6% | 85.8%+7.8pp | 87.6%+6.0pp | 70.2%+23.4pp |
| Annual return | 22.68% | 24.84%-2.2pp | 115.59%-92.9pp | 29.38%-6.7pp |
| Employer contribution / active EE | $3,773 | $3,467+8.8% | $5,614-32.8% | $2,177+73.3% |
| Participant deferral / active EE | $4,206 | $5,384-21.9% | $7,298-42.4% | $3,514+19.7% |
| Admin fee / account holder | $0 | $596-100.0% | $10,843-100.0% | $847-100.0% |