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 Service code 15 · EIN 01-0233346 | Recordkeeping | $10,793 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,330 | $55,331+7.2% | $81,812-27.5% | $199,593-70.3% |
| Participation rate | 99.1% | 62.5%+36.6pp | 72.3%+26.8pp | 72.0%+27.2pp |
| Annual return | 12.75% | 19.59%-6.8pp | 773.79%-761.0pp | 34.25%-21.5pp |
| Employer contribution / active EE | $5,700 | $2,101+171.3% | $2,912+95.7% | $3,034+87.8% |
| Participant deferral / active EE | $0 | $3,283-100.0% | $4,319-100.0% | $5,087-100.0% |
| Admin fee / account holder | $2 | $346-99.3% | $7,386-100.0% | $269-99.1% |