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 | $1,075 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,821 | $93,571-5.1% | $135,903-34.6% | $75,163+18.2% |
| Participation rate | 90.1% | 75.2%+14.9pp | 81.9%+8.2pp | 67.2%+22.9pp |
| Annual return | 20.39% | 30.90%-10.5pp | 68.23%-47.8pp | 160.62%-140.2pp |
| Employer contribution / active EE | $1,822 | $3,537-48.5% | $4,856-62.5% | $2,670-31.8% |
| Participant deferral / active EE | $6,869 | $6,404+7.3% | $7,758-11.5% | $4,125+66.5% |
| Admin fee / account holder | $54 | $6,975-99.2% | $10,762-99.5% | $5,651-99.0% |