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 USA Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $944 |
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 | $25,147 | $50,464-50.2% | $75,781-66.8% | $52,331-51.9% |
| Participation rate | 92.9% | 66.8%+26.2pp | 75.8%+17.1pp | 68.1%+24.8pp |
| Annual return | 1.86% | 1.03%+0.8pp | 9.68%-7.8pp | 4.54%-2.7pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $3,323-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $3,284 | $2,570+27.8% | $3,651-10.1% | $3,022+8.7% |
| Admin fee / account holder | $12 | $1,103-98.9% | $5,299-99.8% | $592-97.9% |