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 |
|---|---|---|
Service code 15 · EIN 94-2456320 | Recordkeeping | $9,937 |
Filed as: JOHN HANCOCK LIFE INS CO Service code 15 · EIN 01-0233346 | Recordkeeping | $1,884 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,885 | $55,415-40.7% | $155,509-78.9% | $74,495-55.9% |
| Participation rate | 93.6% | 61.9%+31.7pp | 78.2%+15.4pp | 67.2%+26.4pp |
| Annual return | 15.15% | 268.50%-253.3pp | 64.67%-49.5pp | 1364.94%-1349.8pp |
| Employer contribution / active EE | $2,675 | $2,267+18.0% | $4,672-42.7% | $2,623+2.0% |
| Participant deferral / active EE | $4,636 | $2,836+63.5% | $5,626-17.6% | $4,346+6.7% |
| Admin fee / account holder | $297 | $1,738-82.9% | $15,912-98.1% | $1,942-84.7% |