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 USA Service code 15 · EIN 01-0233346 | Recordkeeping | $1,084 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,505 | $62,603-72.0% | $104,294-83.2% | $66,914-73.8% |
| Participation rate | 74.8% | 59.6%+15.2pp | 73.3%+1.6pp | 69.8%+5.0pp |
| Annual return | -15.50% | -14.70%-0.8pp | 24.61%-40.1pp | 1.58%-17.1pp |
| Employer contribution / active EE | $620 | $1,972-68.5% | $3,372-81.6% | $2,544-75.6% |
| Participant deferral / active EE | $1,648 | $2,853-42.2% | $4,625-64.4% | $4,237-61.1% |
| Admin fee / account holder | $216 | $656-67.0% | $7,339-97.1% | $593-63.6% |