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 | $116,702 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,308 | $92,055+38.3% | $106,213+19.9% | $77,643+64.0% |
| Participation rate | 98.3% | 81.0%+17.3pp | 75.3%+23.0pp | 70.6%+27.7pp |
| Annual return | 19.84% | 17.91%+1.9pp | 116.14%-96.3pp | 31.24%-11.4pp |
| Employer contribution / active EE | $3,451 | $3,367+2.5% | $3,171+8.8% | $2,726+26.6% |
| Participant deferral / active EE | $6,640 | $5,386+23.3% | $5,016+32.4% | $4,647+42.9% |
| Admin fee / account holder | $162 | $219-26.0% | $11,033-98.5% | $430-62.3% |