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 | $247 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $163,389 | $82,664+97.7% | $125,339+30.4% | $68,494+138.5% |
| Participation rate | 89.3% | 75.0%+14.2pp | 82.4%+6.9pp | 67.9%+21.4pp |
| Annual return | -15.60% | -5.97%-9.6pp | 572.05%-587.6pp | -7.84%-7.8pp |
| Employer contribution / active EE | $2,259 | $3,381-33.2% | $4,814-53.1% | $2,596-13.0% |
| Participant deferral / active EE | $9,626 | $6,110+57.5% | $7,446+29.3% | $4,027+139.0% |
| Admin fee / account holder | $206 | $6,275-96.7% | $10,010-97.9% | $5,403-96.2% |