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 | $32,293 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,252 | $61,272-55.5% | $149,673-81.8% | $71,457-61.9% |
| Participation rate | 86.5% | 62.5%+24.0pp | 78.8%+7.7pp | 67.9%+18.6pp |
| Annual return | 25.23% | 35.85%-10.6pp | 134.42%-109.2pp | 28.85%-3.6pp |
| Employer contribution / active EE | $2,016 | $2,378-15.2% | $4,818-58.1% | $2,588-22.1% |
| Participant deferral / active EE | $6,258 | $2,917+114.5% | $5,680+10.2% | $4,289+45.9% |
| Admin fee / account holder | $186 | $1,261-85.2% | $13,210-98.6% | $1,587-88.3% |