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 | $446 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,549 | $54,701+131.3% | $86,188+46.8% | $71,457+77.1% |
| Participation rate | 86.7% | 60.1%+26.6pp | 69.0%+17.7pp | 67.9%+18.7pp |
| Annual return | 19.93% | 20.06%-0.1pp | 1168.45%-1148.5pp | 28.85%-8.9pp |
| Employer contribution / active EE | $1,868 | $1,265+47.7% | $2,380-21.5% | $2,588-27.8% |
| Participant deferral / active EE | $5,527 | $3,108+77.8% | $3,985+38.7% | $4,289+28.9% |
| Admin fee / account holder | $62 | $1,922-96.8% | $6,852-99.1% | $1,587-96.1% |