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 | $16,480 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $397,493 | $50,815+682.2% | $155,509+155.6% | $77,643+412.0% |
| Participation rate | 91.3% | 63.1%+28.2pp | 78.2%+13.1pp | 70.6%+20.7pp |
| Annual return | 13.42% | 34.80%-21.4pp | 64.67%-51.3pp | 31.24%-17.8pp |
| Employer contribution / active EE | $48,099 | $1,993+2313.8% | $4,672+929.4% | $2,726+1664.6% |
| Participant deferral / active EE | $7,056 | $2,822+150.0% | $5,626+25.4% | $4,647+51.8% |
| Admin fee / account holder | $80 | $437-81.8% | $15,912-99.5% | $430-81.5% |