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 |
|---|---|---|
JOHN HANCOCK LIFE INSURANCE COMPANY10+ years Service code 15 · EIN 01-0233346 | Recordkeeping | $4,215 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,596 | $78,485+14.2% | $106,213-15.6% | $74,495+20.3% |
| Participation rate | 100.0% | 72.8%+27.2pp | 75.3%+24.7pp | 67.2%+32.8pp |
| Annual return | 10.57% | 15.95%-5.4pp | 116.14%-105.6pp | 1364.94%-1354.4pp |
| Employer contribution / active EE | $8,449 | $2,523+234.9% | $3,171+166.4% | $2,623+222.1% |
| Participant deferral / active EE | $4,940 | $4,322+14.3% | $5,016-1.5% | $4,346+13.7% |
| Admin fee / account holder | $57 | $2,232-97.5% | $11,033-99.5% | $1,942-97.1% |