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 | $188 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,285 | $98,750+1.6% | $149,696-33.0% | $79,858+25.6% |
| Participation rate | 82.5% | 75.8%+6.8pp | 82.5%+0.1pp | 69.6%+12.9pp |
| Annual return | 15.48% | 27.43%-11.9pp | 276.60%-261.1pp | 31.71%-16.2pp |
| Employer contribution / active EE | $3,133 | $3,216-2.6% | $4,644-32.5% | $2,471+26.8% |
| Participant deferral / active EE | $6,898 | $5,680+21.4% | $6,842+0.8% | $3,740+84.4% |
| Admin fee / account holder | $275 | $6,053-95.5% | $9,309-97.0% | $5,306-94.8% |