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 | $44,609 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,723 | $99,078+3.7% | $96,544+6.4% | $74,419+38.0% |
| Participation rate | 99.2% | 80.7%+18.5pp | 76.0%+23.2pp | 70.7%+28.5pp |
| Annual return | 20.89% | 22.48%-1.6pp | 25.84%-5.0pp | 34.38%-13.5pp |
| Employer contribution / active EE | $2,157 | $2,570-16.1% | $2,965-27.3% | $2,637-18.2% |
| Participant deferral / active EE | $5,097 | $4,933+3.3% | $4,851+5.1% | $4,528+12.6% |
| Admin fee / account holder | $107 | $225-52.3% | $8,252-98.7% | $348-69.2% |