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 | $9,885 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,085 | $76,050+26.3% | $96,544-0.5% | $71,457+34.5% |
| Participation rate | 98.3% | 74.4%+23.9pp | 76.0%+22.3pp | 67.9%+30.4pp |
| Annual return | 25.47% | 22.81%+2.7pp | 25.84%-0.4pp | 28.85%-3.4pp |
| Employer contribution / active EE | $4,617 | $2,244+105.7% | $2,965+55.7% | $2,588+78.4% |
| Participant deferral / active EE | $16,475 | $4,215+290.8% | $4,851+239.6% | $4,289+284.1% |
| Admin fee / account holder | $42 | $2,707-98.5% | $8,252-99.5% | $1,587-97.4% |