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 6-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 | $83,423 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $42,500 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,038 | $106,028-38.7% | $146,958-55.7% | $77,643-16.2% |
| Participation rate | 96.8% | 78.4%+18.4pp | 82.2%+14.6pp | 70.6%+26.2pp |
| Annual return | 14.06% | 56.73%-42.7pp | 418.34%-404.3pp | 31.24%-17.2pp |
| Employer contribution / active EE | $2,262 | $4,063-44.3% | $4,933-54.1% | $2,726-17.0% |
| Participant deferral / active EE | $6,040 | $7,990-24.4% | $8,070-25.2% | $4,647+30.0% |
| Admin fee / account holder | $176 | $337-48.0% | $12,998-98.6% | $430-59.2% |