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 USA Service code 15 · EIN 01-0233346 | Recordkeeping | $370 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,427 | $104,475-37.4% | $159,436-59.0% | $79,386-17.6% |
| Participation rate | 72.7% | 76.6%-3.9pp | 82.8%-10.1pp | 70.7%+2.0pp |
| Annual return | 17.35% | 67.95%-50.6pp | 263.57%-246.2pp | 116.85%-99.5pp |
| Employer contribution / active EE | $1,542 | $3,417-54.9% | $4,829-68.1% | $2,427-36.5% |
| Participant deferral / active EE | $6,162 | $6,467-4.7% | $7,352-16.2% | $4,046+52.3% |
| Admin fee / account holder | $277 | $711-61.0% | $10,799-97.4% | $626-55.7% |