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 | $23,235 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $176,706 | $46,292+281.7% | $143,757+22.9% | $64,808+172.7% |
| Participation rate | 84.2% | 64.2%+20.0pp | 80.3%+3.9pp | 71.5%+12.7pp |
| Annual return | -13.96% | -10.05%-3.9pp | -0.04%-13.9pp | 32.82%-46.8pp |
| Employer contribution / active EE | $7,603 | $1,910+298.1% | $4,951+53.6% | $2,506+203.4% |
| Participant deferral / active EE | $4,646 | $2,646+75.6% | $5,637-17.6% | $4,310+7.8% |
| Admin fee / account holder | $36 | $154-76.6% | $14,673-99.8% | $188-80.8% |