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 9-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 | $151,726 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,792 | $122,186+7.9% | $146,958-10.3% | $199,593-34.0% |
| Participation rate | 88.4% | 78.3%+10.1pp | 82.2%+6.2pp | 72.0%+16.4pp |
| Annual return | 25.34% | 30.56%-5.2pp | 418.34%-393.0pp | 34.25%-8.9pp |
| Employer contribution / active EE | $3,427 | $4,093-16.3% | $4,933-30.5% | $3,034+12.9% |
| Participant deferral / active EE | $7,139 | $8,502-16.0% | $8,070-11.5% | $5,087+40.3% |
| Admin fee / account holder | $61 | $179-65.9% | $12,998-99.5% | $269-77.3% |