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 | $4,624 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,510 | $68,914-42.7% | $136,749-71.1% | $74,304-46.8% |
| Participation rate | 75.4% | 51.3%+24.1pp | 72.1%+3.3pp | 60.3%+15.1pp |
| Annual return | 14.91% | 16.34%-1.4pp | 24.33%-9.4pp | 29.43%-14.5pp |
| Employer contribution / active EE | $1,661 | $1,561+6.4% | $3,400-51.1% | $2,241-25.9% |
| Participant deferral / active EE | $2,647 | $2,541+4.2% | $4,692-43.6% | $3,767-29.7% |
| Admin fee / account holder | $50 | $3,149-98.4% | $11,386-99.6% | $2,969-98.3% |