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 7-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 | $4,199 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,810 | $84,487+39.4% | $125,339-6.0% | $66,914+76.1% |
| Participation rate | 80.8% | 76.4%+4.4pp | 82.4%-1.5pp | 69.8%+11.0pp |
| Annual return | -16.96% | -8.39%-8.6pp | 572.05%-589.0pp | 1.58%-18.5pp |
| Employer contribution / active EE | $3,721 | $3,553+4.7% | $4,814-22.7% | $2,544+46.3% |
| Participant deferral / active EE | $8,512 | $6,781+25.5% | $7,446+14.3% | $4,237+100.9% |
| Admin fee / account holder | $281 | $685-59.0% | $10,010-97.2% | $593-52.7% |