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 | $5,133 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,750 | $69,477+59.4% | $94,646+17.0% | $71,457+55.0% |
| Participation rate | 100.0% | 78.4%+21.6pp | 80.8%+19.2pp | 67.9%+32.1pp |
| Annual return | 20.07% | 29.66%-9.6pp | 156.71%-136.6pp | 28.85%-8.8pp |
| Employer contribution / active EE | $8,349 | $2,853+192.6% | $3,672+127.3% | $2,588+222.6% |
| Participant deferral / active EE | $9,818 | $7,345+33.7% | $7,418+32.4% | $4,289+128.9% |
| Admin fee / account holder | $20 | $1,210-98.3% | $7,231-99.7% | $1,587-98.7% |