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 | $33,989 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,168 | $73,360-28.9% | $177,989-70.7% | $74,495-30.0% |
| Participation rate | 73.2% | 66.6%+6.6pp | 77.1%-3.9pp | 67.2%+6.0pp |
| Annual return | 17.69% | 17.49%+0.2pp | 294.48%-276.8pp | 1364.94%-1347.3pp |
| Employer contribution / active EE | $1,426 | $2,216-35.7% | $3,949-63.9% | $2,623-45.6% |
| Participant deferral / active EE | $3,788 | $4,513-16.1% | $6,276-39.6% | $4,346-12.8% |
| Admin fee / account holder | $173 | $1,808-90.4% | $10,363-98.3% | $1,942-91.1% |