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 | $54,986 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,481 | $88,890+34.4% | $102,423+16.7% | $77,643+53.9% |
| Participation rate | 99.7% | 80.9%+18.8pp | 76.5%+23.2pp | 70.6%+29.1pp |
| Annual return | 16.52% | 24.98%-8.5pp | 29.32%-12.8pp | 31.24%-14.7pp |
| Employer contribution / active EE | $3,775 | $2,698+39.9% | $3,023+24.8% | $2,726+38.5% |
| Participant deferral / active EE | $5,256 | $5,145+2.1% | $5,053+4.0% | $4,647+13.1% |
| Admin fee / account holder | $136 | $235-42.0% | $9,451-98.6% | $430-68.3% |