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 USA Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,494 | $49,915+7.2% | $154,803-65.4% | $74,304-28.0% |
| Participation rate | 100.0% | 54.0%+46.0pp | 78.1%+21.9pp | 60.3%+39.7pp |
| Annual return | 9.38% | 34.06%-24.7pp | 58.88%-49.5pp | 29.43%-20.0pp |
| Employer contribution / active EE | $4,737 | $1,611+194.0% | $4,305+10.0% | $2,241+111.4% |
| Participant deferral / active EE | $2,341 | $2,255+3.8% | $5,540-57.7% | $3,767-37.8% |
| Admin fee / account holder | $9 | $2,189-99.6% | $14,329-99.9% | $2,969-99.7% |