Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 | $13,937 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,924 | $68,573+28.2% | $120,368-27.0% | $80,874+8.7% |
| Participation rate | 90.4% | 61.6%+28.8pp | 71.9%+18.5pp | 67.6%+22.8pp |
| Annual return | 8.84% | 23.61%-14.8pp | 107.26%-98.4pp | 35.62%-26.8pp |
| Employer contribution / active EE | $3,070 | $2,052+49.7% | $3,465-11.4% | $2,756+11.4% |
| Participant deferral / active EE | $3,947 | $3,174+24.4% | $4,991-20.9% | $4,297-8.1% |
| Admin fee / account holder | $129 | $5,734-97.7% | $9,429-98.6% | $6,935-98.1% |