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 9-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 | $23,207 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,262 | $65,061-67.3% | $143,757-85.2% | $66,914-68.2% |
| Participation rate | 81.9% | 65.2%+16.7pp | 80.3%+1.6pp | 69.8%+12.1pp |
| Annual return | -11.33% | -11.14%-0.2pp | -0.04%-11.3pp | 1.58%-12.9pp |
| Employer contribution / active EE | $0 | $2,361-100.0% | $4,951-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $6,829 | $2,919+134.0% | $5,637+21.1% | $4,237+61.2% |
| Admin fee / account holder | $130 | $502-74.0% | $14,673-99.1% | $593-78.0% |