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 | $60,291 | $130,194-53.7% | $169,993-64.5% | $71,457-15.6% |
| Participation rate | 94.3% | 86.1%+8.1pp | 87.0%+7.3pp | 67.9%+26.3pp |
| Annual return | 19.55% | 20.37%-0.8pp | 53.37%-33.8pp | 28.85%-9.3pp |
| Employer contribution / active EE | $4,104 | $4,381-6.3% | $6,785-39.5% | $2,588+58.6% |
| Participant deferral / active EE | $5,878 | $6,923-15.1% | $10,408-43.5% | $4,289+37.0% |
| Admin fee / account holder | $0 | $966-100.0% | $12,815-100.0% | $1,587-100.0% |