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 | $76,803 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,577 | $52,525-28.5% | $117,472-68.0% | $77,904-51.8% |
| Participation rate | 83.7% | 61.6%+22.1pp | 70.6%+13.1pp | 73.7%+10.0pp |
| Annual return | -13.79% | -13.76%0pp | 29.74%-43.5pp | 12.21%-26.0pp |
| Employer contribution / active EE | $1,703 | $2,166-21.3% | $4,176-59.2% | $2,848-40.2% |
| Participant deferral / active EE | $2,997 | $3,087-2.9% | $4,070-26.4% | $4,806-37.6% |
| Admin fee / account holder | $30 | $99-70.2% | $5,645-99.5% | $133-77.7% |