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 | $3,839 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,802 | $79,013+64.3% | $100,391+29.3% | $74,495+74.2% |
| Participation rate | 100.0% | 79.5%+20.5pp | 81.5%+18.5pp | 67.2%+32.8pp |
| Annual return | 16.53% | 20.41%-3.9pp | 49.20%-32.7pp | 1364.94%-1348.4pp |
| Employer contribution / active EE | $7,747 | $3,021+156.4% | $3,942+96.5% | $2,623+195.3% |
| Participant deferral / active EE | $9,254 | $7,760+19.3% | $8,082+14.5% | $4,346+112.9% |
| Admin fee / account holder | $14 | $1,320-98.9% | $7,899-99.8% | $1,942-99.3% |