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 | $40,156 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,804 | $55,415-31.8% | $155,509-75.7% | $74,495-49.3% |
| Participation rate | 85.2% | 61.9%+23.3pp | 78.2%+7.0pp | 67.2%+18.0pp |
| Annual return | 16.26% | 268.50%-252.2pp | 64.67%-48.4pp | 1364.94%-1348.7pp |
| Employer contribution / active EE | $1,695 | $2,267-25.2% | $4,672-63.7% | $2,623-35.4% |
| Participant deferral / active EE | $6,162 | $2,836+117.3% | $5,626+9.5% | $4,346+41.8% |
| Admin fee / account holder | $262 | $1,738-84.9% | $15,912-98.4% | $1,942-86.5% |