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 4-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 | $13,819 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $163,322 | $71,516+128.4% | $98,439+65.9% | $71,457+128.6% |
| Participation rate | 99.6% | 72.7%+26.9pp | 75.2%+24.4pp | 67.9%+31.6pp |
| Annual return | 14.10% | 32.41%-18.3pp | 21.16%-7.1pp | 28.85%-14.7pp |
| Employer contribution / active EE | $5,591 | $2,399+133.1% | $3,048+83.4% | $2,588+116.1% |
| Participant deferral / active EE | $6,117 | $4,109+48.9% | $4,738+29.1% | $4,289+42.6% |
| Admin fee / account holder | $33 | $1,675-98.0% | $8,948-99.6% | $1,587-97.9% |