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 8-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 | $7,445 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,545 | $65,435+12.4% | $86,677-15.2% | $66,914+9.9% |
| Participation rate | 97.2% | 75.5%+21.8pp | 76.6%+20.6pp | 69.8%+27.4pp |
| Annual return | -13.06% | -10.89%-2.2pp | 35.91%-49.0pp | 1.58%-14.6pp |
| Employer contribution / active EE | $3,849 | $2,153+78.8% | $2,836+35.7% | $2,544+51.3% |
| Participant deferral / active EE | $12,889 | $4,100+214.3% | $4,656+176.9% | $4,237+204.2% |
| Admin fee / account holder | $34 | $642-94.7% | $7,493-99.5% | $593-94.2% |