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 7-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 | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $219,441 | $119,446+83.7% | $150,045+46.2% | $85,563+156.5% |
| Participation rate | 75.6% | 75.4%+0.2pp | 82.3%-6.7pp | 66.0%+9.7pp |
| Annual return | 11.73% | 23.72%-12.0pp | 62.55%-50.8pp | 31.51%-19.8pp |
| Employer contribution / active EE | $2,706 | $4,078-33.6% | $4,693-42.3% | $2,654+2.0% |
| Participant deferral / active EE | $10,704 | $7,985+34.1% | $7,997+33.8% | $4,375+144.6% |
| Admin fee / account holder | $24 | $548-95.7% | $13,435-99.8% | $834-97.2% |