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 | $90,761 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,751 | $57,570-31.0% | $121,098-67.2% | $80,160-50.4% |
| Participation rate | 79.2% | 58.8%+20.4pp | 69.5%+9.8pp | 72.9%+6.3pp |
| Annual return | 16.79% | 20.42%-3.6pp | 985.75%-969.0pp | 40.38%-23.6pp |
| Employer contribution / active EE | $1,641 | $2,119-22.5% | $4,164-60.6% | $2,978-44.9% |
| Participant deferral / active EE | $2,884 | $3,092-6.7% | $4,080-29.3% | $5,017-42.5% |
| Admin fee / account holder | $30 | $121-75.0% | $5,644-99.5% | $145-79.1% |