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 | $194 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,887 | $86,655+44.1% | $119,609+4.4% | $66,914+86.6% |
| Participation rate | 87.8% | 75.6%+12.2pp | 79.3%+8.5pp | 69.8%+18.0pp |
| Annual return | 6.60% | -8.00%+14.6pp | -14.97%+21.6pp | 1.58%+5.0pp |
| Employer contribution / active EE | $299 | $2,536-88.2% | $4,232-92.9% | $2,544-88.2% |
| Participant deferral / active EE | $1,502 | $4,358-65.5% | $5,602-73.2% | $4,237-64.5% |
| Admin fee / account holder | $86 | $755-88.6% | $10,323-99.2% | $593-85.5% |