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 PO BOX 600 · BUFFALO, NY 14201 | Recordkeeping | $1,504 |
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 | $44,981 | $85,202-47.2% | $172,739-74.0% | $72,985-38.4% |
| Participation rate | 79.5% | 70.1%+9.5pp | 82.6%-3.1pp | 69.5%+10.0pp |
| Annual return | 19.04% | 27.32%-8.3pp | 802.84%-783.8pp | 81.00%-62.0pp |
| Employer contribution / active EE | $1,882 | $3,324-43.4% | $5,143-63.4% | $2,440-22.9% |
| Participant deferral / active EE | $2,398 | $3,260-26.4% | $5,198-53.9% | $3,607-33.5% |
| Admin fee / account holder | $55 | $5,884-99.1% | $13,954-99.6% | $5,124-98.9% |