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 |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $462 |
Filed as: JOHN HANCOCK USA Service code 15 | Recordkeeping | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,303 | $65,390-12.4% | $169,368-66.2% | $71,457-19.8% |
| Participation rate | 72.3% | 67.0%+5.4pp | 77.1%-4.8pp | 67.9%+4.4pp |
| Annual return | 20.91% | 21.31%-0.4pp | 405.60%-384.7pp | 28.85%-7.9pp |
| Employer contribution / active EE | $2,241 | $2,079+7.8% | $4,013-44.2% | $2,588-13.4% |
| Participant deferral / active EE | $4,995 | $4,367+14.4% | $6,221-19.7% | $4,289+16.5% |
| Admin fee / account holder | $192 | $1,324-85.5% | $9,003-97.9% | $1,587-87.9% |