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 Service code 15 · EIN 01-0233346 | Recordkeeping | $165,574 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,671 | $55,331-51.8% | $81,812-67.4% | $199,593-86.6% |
| Participation rate | 89.7% | 62.5%+27.2pp | 72.3%+17.3pp | 72.0%+17.7pp |
| Annual return | 13.65% | 19.59%-5.9pp | 773.79%-760.1pp | 34.25%-20.6pp |
| Employer contribution / active EE | $1,148 | $2,101-45.4% | $2,912-60.6% | $3,034-62.2% |
| Participant deferral / active EE | $3,033 | $3,283-7.6% | $4,319-29.8% | $5,087-40.4% |
| Admin fee / account holder | $90 | $346-74.0% | $7,386-98.8% | $269-66.5% |