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 USA Service code 15 · EIN 01-0233346 | Recordkeeping | $793 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $176,286 | $98,750+78.5% | $149,696+17.8% | $79,858+120.7% |
| Participation rate | 92.8% | 75.8%+17.0pp | 82.5%+10.3pp | 69.6%+23.2pp |
| Annual return | 13.05% | 27.43%-14.4pp | 276.60%-263.6pp | 31.71%-18.7pp |
| Employer contribution / active EE | $2,114 | $3,216-34.3% | $4,644-54.5% | $2,471-14.4% |
| Participant deferral / active EE | $8,642 | $5,680+52.1% | $6,842+26.3% | $3,740+131.1% |
| Admin fee / account holder | $22 | $6,053-99.6% | $9,309-99.8% | $5,306-99.6% |