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 | $18,655 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,601 | $86,286+49.0% | $111,297+15.5% | $85,850+49.8% |
| Participation rate | 100.0% | 73.3%+26.7pp | 77.3%+22.7pp | 69.3%+30.7pp |
| Annual return | 10.71% | 19.99%-9.3pp | 54.65%-43.9pp | 318.53%-307.8pp |
| Employer contribution / active EE | $2,364 | $2,043+15.7% | $2,731-13.4% | $2,565-7.8% |
| Participant deferral / active EE | $6,602 | $3,641+81.3% | $4,487+47.1% | $3,952+67.1% |
| Admin fee / account holder | $105 | $8,188-98.7% | $7,964-98.7% | $6,260-98.3% |