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 | $727 |
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 | $189,581 | $105,181+80.2% | $159,436+18.9% | $85,850+120.8% |
| Participation rate | 92.9% | 75.8%+17.1pp | 82.8%+10.0pp | 69.3%+23.5pp |
| Annual return | 11.71% | 45.07%-33.4pp | 263.57%-251.9pp | 318.53%-306.8pp |
| Employer contribution / active EE | $2,229 | $3,318-32.8% | $4,829-53.8% | $2,565-13.1% |
| Participant deferral / active EE | $9,238 | $5,945+55.4% | $7,352+25.7% | $3,952+133.8% |
| Admin fee / account holder | $88 | $6,933-98.7% | $10,799-99.2% | $6,260-98.6% |