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 Service code 15 · EIN 01-0233346 | Recordkeeping | $181,456 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,701 | $50,956+54.5% | $96,562-18.5% | $86,799-9.3% |
| Participation rate | 96.6% | 65.2%+31.3pp | 69.8%+26.8pp | 72.3%+24.3pp |
| Annual return | 17.70% | 21.27%-3.6pp | 37.78%-20.1pp | 97.91%-80.2pp |
| Employer contribution / active EE | $2,755 | $1,111+148.0% | $2,356+16.9% | $2,405+14.5% |
| Participant deferral / active EE | $6,720 | $2,954+127.5% | $3,849+74.6% | $4,131+62.7% |
| Admin fee / account holder | $166 | $166-0.3% | $6,181-97.3% | $170-2.4% |