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 9-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 PO BOX 600 · BUFFALO, NC 142010600 | Recordkeeping | $35,384 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,508 | $55,415-50.4% | $155,509-82.3% | $74,495-63.1% |
| Participation rate | 73.1% | 61.9%+11.2pp | 78.2%-5.1pp | 67.2%+5.9pp |
| Annual return | 14.26% | 268.50%-254.2pp | 64.67%-50.4pp | 1364.94%-1350.7pp |
| Employer contribution / active EE | $1,951 | $2,267-14.0% | $4,672-58.2% | $2,623-25.6% |
| Participant deferral / active EE | $5,871 | $2,836+107.0% | $5,626+4.3% | $4,346+35.1% |
| Admin fee / account holder | $14 | $1,738-99.2% | $15,912-99.9% | $1,942-99.3% |