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 · EIN 01-0233346 | Recordkeeping | $27,085 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,888 | $136,307-31.9% | $177,821-47.8% | $73,488+26.4% |
| Participation rate | 86.6% | 86.1%+0.5pp | 87.7%-1.1pp | 70.7%+15.9pp |
| Annual return | 16.83% | 18.68%-1.8pp | 48.32%-31.5pp | 28.51%-11.7pp |
| Employer contribution / active EE | $777 | $3,712-79.1% | $5,918-86.9% | $2,270-65.8% |
| Participant deferral / active EE | $6,191 | $5,829+6.2% | $7,714-19.7% | $3,740+65.6% |
| Admin fee / account holder | $155 | $596-74.0% | $12,427-98.8% | $513-69.9% |