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 | $17,889 |
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 | $82,520 | $65,435+26.1% | $86,677-4.8% | $66,914+23.3% |
| Participation rate | 100.0% | 75.5%+24.5pp | 76.6%+23.4pp | 69.8%+30.2pp |
| Annual return | -25.54% | -10.89%-14.6pp | 35.91%-61.4pp | 1.58%-27.1pp |
| Employer contribution / active EE | $2,597 | $2,153+20.6% | $2,836-8.4% | $2,544+2.1% |
| Participant deferral / active EE | $7,441 | $4,100+81.5% | $4,656+59.8% | $4,237+75.6% |
| Admin fee / account holder | $93 | $642-85.5% | $7,493-98.8% | $593-84.3% |