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 | $275 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,675 | $105,181-19.5% | $159,436-46.9% | $85,850-1.4% |
| Participation rate | 78.1% | 75.8%+2.3pp | 82.8%-4.7pp | 69.3%+8.8pp |
| Annual return | 15.28% | 45.07%-29.8pp | 263.57%-248.3pp | 318.53%-303.3pp |
| Employer contribution / active EE | $0 | $3,318-100.0% | $4,829-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $4,190 | $5,945-29.5% | $7,352-43.0% | $3,952+6.0% |
| Admin fee / account holder | $85 | $6,933-98.8% | $10,799-99.2% | $6,260-98.6% |