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 | $1,754 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,526 | $95,274-48.0% | $135,903-63.6% | $74,419-33.4% |
| Participation rate | 70.9% | 78.2%-7.3pp | 81.9%-11.0pp | 70.7%+0.2pp |
| Annual return | 24.04% | 32.77%-8.7pp | 68.23%-44.2pp | 34.38%-10.3pp |
| Employer contribution / active EE | $2,038 | $3,874-47.4% | $4,856-58.0% | $2,637-22.7% |
| Participant deferral / active EE | $4,307 | $7,782-44.7% | $7,758-44.5% | $4,528-4.9% |
| Admin fee / account holder | $193 | $266-27.4% | $10,762-98.2% | $348-44.4% |