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 | $93,534 |
Annual investment return 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 | $45,885 | $112,686-59.3% | $169,993-73.0% | $80,160-42.8% |
| Participation rate | 84.2% | 87.4%-3.2pp | 87.0%-2.8pp | 72.9%+11.2pp |
| Annual return | 14.40% | 67.04%-52.6pp | 53.37%-39.0pp | 40.38%-26.0pp |
| Employer contribution / active EE | $3,586 | $4,481-20.0% | $6,785-47.2% | $2,978+20.4% |
| Participant deferral / active EE | $0 | $7,876-100.0% | $10,408-100.0% | $5,017-100.0% |
| Admin fee / account holder | $188 | $99+90.1% | $12,815-98.5% | $145+30.0% |