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 8-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 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $215 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,536 | $65,061-60.8% | $143,757-82.2% | $66,914-61.8% |
| Participation rate | 96.1% | 65.2%+30.9pp | 80.3%+15.8pp | 69.8%+26.3pp |
| Annual return | -17.30% | -11.14%-6.2pp | -0.04%-17.3pp | 1.58%-18.9pp |
| Employer contribution / active EE | $6,924 | $2,361+193.3% | $4,951+39.9% | $2,544+172.1% |
| Participant deferral / active EE | $2,772 | $2,919-5.0% | $5,637-50.8% | $4,237-34.6% |
| Admin fee / account holder | $257 | $502-48.7% | $14,673-98.2% | $593-56.6% |