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 | $4,050 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,148 | $58,320+44.3% | $86,436-2.6% | $66,914+25.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 80.3%+19.7pp | 69.8%+30.2pp |
| Annual return | -17.65% | -9.71%-7.9pp | 4394.89%-4412.5pp | 1.58%-19.2pp |
| Employer contribution / active EE | $7,429 | $2,615+184.0% | $3,769+97.1% | $2,544+192.0% |
| Participant deferral / active EE | $8,714 | $6,899+26.3% | $6,952+25.3% | $4,237+105.7% |
| Admin fee / account holder | $16 | $546-97.1% | $6,731-99.8% | $593-97.3% |