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 | $58,692 | $121,341-51.6% | $189,513-69.0% | $79,386-26.1% |
| Participation rate | 93.4% | 86.1%+7.3pp | 87.8%+5.6pp | 70.7%+22.7pp |
| Annual return | 13.87% | 21.08%-7.2pp | 555.15%-541.3pp | 116.85%-103.0pp |
| Employer contribution / active EE | $3,795 | $3,915-3.1% | $6,162-38.4% | $2,427+56.3% |
| Participant deferral / active EE | $4,223 | $6,395-34.0% | $8,221-48.6% | $4,046+4.4% |
| Admin fee / account holder | $0 | $651-100.0% | $12,045-100.0% | $626-100.0% |