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 | $118,792 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,502 | $84,030-41.1% | $126,539-60.9% | $102,872-51.9% |
| Participation rate | 86.4% | 58.3%+28.1pp | 69.8%+16.6pp | 73.0%+13.4pp |
| Annual return | 17.14% | 17.79%-0.6pp | 425.95%-408.8pp | 19.06%-1.9pp |
| Employer contribution / active EE | $1,979 | $3,287-39.8% | $3,674-46.1% | $3,526-43.9% |
| Participant deferral / active EE | $3,567 | $3,749-4.8% | $4,083-12.6% | $5,535-35.5% |
| Admin fee / account holder | $36 | $299-88.1% | $6,065-99.4% | $292-87.8% |