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 | $45,343+18.0% | $150,298-64.4% | $67,986-21.3% |
| Participation rate | 100.0% | 51.9%+48.1pp | 77.8%+22.2pp | 57.2%+42.8pp |
| Annual return | 9.38% | 33.28%-23.9pp | 62.79%-53.4pp | 31.67%-22.3pp |
| Employer contribution / active EE | $4,737 | $1,462+224.0% | $4,154+14.0% | $2,019+134.7% |
| Participant deferral / active EE | $2,341 | $2,055+14.0% | $5,453-57.1% | $3,358-30.3% |
| Admin fee / account holder | $9 | $2,250-99.6% | $14,116-99.9% | $3,203-99.7% |