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 | $7,763 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,375 | $57,739+47.9% | $112,229-23.9% | $74,419+14.7% |
| Participation rate | 96.2% | 55.6%+40.6pp | 72.4%+23.7pp | 70.7%+25.4pp |
| Annual return | 21.20% | 19.52%+1.7pp | 30.20%-9.0pp | 34.38%-13.2pp |
| Employer contribution / active EE | $3,050 | $1,675+82.1% | $3,430-11.1% | $2,637+15.6% |
| Participant deferral / active EE | $6,095 | $2,891+110.8% | $4,798+27.0% | $4,528+34.6% |
| Admin fee / account holder | $11 | $462-97.7% | $7,748-99.9% | $348-96.9% |