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 80-0709115 | Recordkeeping | $57,699 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,041 | $46,292+178.8% | $143,757-10.2% | $64,808+99.1% |
| Participation rate | 85.9% | 64.2%+21.7pp | 80.3%+5.6pp | 71.5%+14.5pp |
| Annual return | -15.81% | -10.05%-5.8pp | -0.04%-15.8pp | 32.82%-48.6pp |
| Employer contribution / active EE | $5,225 | $1,910+173.6% | $4,951+5.5% | $2,506+108.5% |
| Participant deferral / active EE | $4,645 | $2,646+75.6% | $5,637-17.6% | $4,310+7.8% |
| Admin fee / account holder | $103 | $154-33.3% | $14,673-99.3% | $188-45.3% |