Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 | $78,564 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,496 | $110,483-9.9% | $145,433-31.6% | $79,634+24.9% |
| Participation rate | 99.4% | 71.1%+28.3pp | 82.1%+17.3pp | 62.5%+36.9pp |
| Annual return | 20.57% | 24.62%-4.1pp | 66.58%-46.0pp | 36.46%-15.9pp |
| Employer contribution / active EE | $4,708 | $4,053+16.2% | $4,554+3.4% | $2,529+86.1% |
| Participant deferral / active EE | $11,676 | $7,216+61.8% | $7,897+47.8% | $3,835+204.5% |
| Admin fee / account holder | $146 | $680-78.6% | $13,129-98.9% | $1,002-85.5% |