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 | $55,165 |
Employer contribution per participant 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 | $116,354 | $104,919+10.9% | $116,228+0.1% | $85,563+36.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 74.6%+25.4pp | 66.0%+34.0pp |
| Annual return | 15.31% | 15.38%-0.1pp | 90.06%-74.8pp | 31.51%-16.2pp |
| Employer contribution / active EE | $645 | $3,485-81.5% | $2,994-78.5% | $2,654-75.7% |
| Participant deferral / active EE | $4,112 | $5,306-22.5% | $4,953-17.0% | $4,375-6.0% |
| Admin fee / account holder | $180 | $429-57.9% | $11,989-98.5% | $834-78.4% |