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 14201 | Recordkeeping | $388 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,029 | $49,451+114.4% | $79,550+33.3% | $66,914+58.5% |
| Participation rate | 83.9% | 61.3%+22.6pp | 69.5%+14.4pp | 69.8%+14.1pp |
| Annual return | -17.72% | 84.25%-102.0pp | 0.16%-17.9pp | 1.58%-19.3pp |
| Employer contribution / active EE | $1,889 | $1,266+49.3% | $2,413-21.7% | $2,544-25.8% |
| Participant deferral / active EE | $5,056 | $3,159+60.1% | $3,985+26.9% | $4,237+19.3% |
| Admin fee / account holder | $288 | $595-51.6% | $6,832-95.8% | $593-51.5% |