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 PO BOX 600 · BUFFALO, NY 14201 | Recordkeeping | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,181 | $136,307-56.6% | $177,821-66.7% | $73,488-19.5% |
| Participation rate | 97.2% | 86.1%+11.1pp | 87.7%+9.5pp | 70.7%+26.5pp |
| Annual return | 15.31% | 18.68%-3.4pp | 48.32%-33.0pp | 28.51%-13.2pp |
| Employer contribution / active EE | $3,849 | $3,712+3.7% | $5,918-35.0% | $2,270+69.5% |
| Participant deferral / active EE | $4,181 | $5,829-28.3% | $7,714-45.8% | $3,740+11.8% |
| Admin fee / account holder | $0 | $596-100.0% | $12,427-100.0% | $513-100.0% |