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 | $176,037 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,543 | $44,626+62.6% | $86,188-15.8% | $80,160-9.5% |
| Participation rate | 96.9% | 63.5%+33.3pp | 69.0%+27.9pp | 72.9%+23.9pp |
| Annual return | 21.30% | 19.61%+1.7pp | 1168.45%-1147.1pp | 40.38%-19.1pp |
| Employer contribution / active EE | $2,825 | $1,099+157.0% | $2,380+18.7% | $2,978-5.1% |
| Participant deferral / active EE | $7,239 | $2,769+161.5% | $3,985+81.6% | $5,017+44.3% |
| Admin fee / account holder | $133 | $1330% | $6,852-98.1% | $145-8.1% |