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 | $18,324 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,844 | $130,194-64.8% | $169,993-73.0% | $71,457-35.8% |
| Participation rate | 79.2% | 86.1%-6.9pp | 87.0%-7.8pp | 67.9%+11.3pp |
| Annual return | 17.25% | 20.37%-3.1pp | 53.37%-36.1pp | 28.85%-11.6pp |
| Employer contribution / active EE | $2,006 | $4,381-54.2% | $6,785-70.4% | $2,588-22.5% |
| Participant deferral / active EE | $2,756 | $6,923-60.2% | $10,408-73.5% | $4,289-35.7% |
| Admin fee / account holder | $129 | $966-86.6% | $12,815-99.0% | $1,587-91.9% |