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 | $9,310 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,484 | $52,122+41.0% | $104,294-29.5% | $64,808+13.4% |
| Participation rate | 94.7% | 56.0%+38.7pp | 73.3%+21.5pp | 71.5%+23.3pp |
| Annual return | -16.89% | 13.26%-30.2pp | 24.61%-41.5pp | 32.82%-49.7pp |
| Employer contribution / active EE | $2,831 | $1,627+74.0% | $3,372-16.0% | $2,506+13.0% |
| Participant deferral / active EE | $5,775 | $2,823+104.6% | $4,625+24.9% | $4,310+34.0% |
| Admin fee / account holder | $14 | $155-91.0% | $7,339-99.8% | $188-92.6% |