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 | $55,527-52.0% | $81,783-67.4% | $199,768-86.6% |
| Participation rate | 89.7% | 62.7%+26.9pp | 72.4%+17.3pp | 72.0%+17.7pp |
| Annual return | 13.65% | 19.58%-5.9pp | 775.05%-761.4pp | 34.26%-20.6pp |
| Employer contribution / active EE | $1,148 | $2,111-45.6% | $2,913-60.6% | $3,037-62.2% |
| Participant deferral / active EE | $3,033 | $3,296-8.0% | $4,320-29.8% | $5,090-40.4% |
| Admin fee / account holder | $90 | $347-74.1% | $7,380-98.8% | $269-66.5% |