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 | $18,147 |
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 | $91,802 | $76,050+20.7% | $96,544-4.9% | $71,457+28.5% |
| Participation rate | 100.0% | 74.4%+25.6pp | 76.0%+24.0pp | 67.9%+32.1pp |
| Annual return | 9.86% | 22.81%-13.0pp | 25.84%-16.0pp | 28.85%-19.0pp |
| Employer contribution / active EE | $5,086 | $2,244+126.6% | $2,965+71.5% | $2,588+96.6% |
| Participant deferral / active EE | $8,962 | $4,215+112.6% | $4,851+84.8% | $4,289+109.0% |
| Admin fee / account holder | $102 | $2,707-96.2% | $8,252-98.8% | $1,587-93.6% |