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 | $224,389 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,004 | $48,698+70.4% | $93,606-11.3% | $199,593-58.4% |
| Participation rate | 97.0% | 63.5%+33.5pp | 68.7%+28.3pp | 72.0%+25.1pp |
| Annual return | 16.18% | 15.34%+0.8pp | 133.20%-117.0pp | 34.25%-18.1pp |
| Employer contribution / active EE | $3,053 | $1,135+169.0% | $2,420+26.2% | $3,034+0.6% |
| Participant deferral / active EE | $7,765 | $2,817+175.7% | $4,411+76.0% | $5,087+52.6% |
| Admin fee / account holder | $160 | $195-18.2% | $8,285-98.1% | $269-40.6% |