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 | $55,619 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,030 | $62,943-22.1% | $142,863-65.7% | $93,030-47.3% |
| Participation rate | 82.1% | 63.3%+18.8pp | 71.9%+10.2pp | 73.9%+8.2pp |
| Annual return | 15.37% | 16.28%-0.9pp | 5637.54%-5622.2pp | 158.70%-143.3pp |
| Employer contribution / active EE | $1,459 | $1,374+6.2% | $4,144-64.8% | $2,706-46.1% |
| Participant deferral / active EE | $2,516 | $2,841-11.4% | $3,837-34.4% | $4,562-44.9% |
| Admin fee / account holder | $24 | $103-77.0% | $6,560-99.6% | $152-84.4% |