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 | $113,719 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,049 | $62,544-32.8% | $129,207-67.5% | $199,593-78.9% |
| Participation rate | 86.8% | 56.8%+30.0pp | 69.6%+17.2pp | 72.0%+14.8pp |
| Annual return | 13.65% | 16.95%-3.3pp | 9417.33%-9403.7pp | 34.25%-20.6pp |
| Employer contribution / active EE | $1,872 | $2,394-21.8% | $4,153-54.9% | $3,034-38.3% |
| Participant deferral / active EE | $3,316 | $3,123+6.2% | $4,168-20.4% | $5,087-34.8% |
| Admin fee / account holder | $34 | $167-79.4% | $7,715-99.6% | $269-87.2% |