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 | Recordkeeping | $1,820 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,206 | $51,288-4.1% | $81,983-40.0% | $73,409-33.0% |
| Participation rate | 97.7% | 64.0%+33.7pp | 69.2%+28.5pp | 72.2%+25.5pp |
| Annual return | 17.35% | 29.48%-12.1pp | 41.31%-24.0pp | 59.29%-41.9pp |
| Employer contribution / active EE | $2,060 | $1,487+38.5% | $2,498-17.5% | $2,234-7.8% |
| Participant deferral / active EE | $3,216 | $2,715+18.4% | $3,722-13.6% | $3,805-15.5% |
| Admin fee / account holder | $11 | $125-91.4% | $5,664-99.8% | $158-93.2% |