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 | $372 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,166 | $91,407-30.9% | $135,903-53.5% | $71,457-11.6% |
| Participation rate | 90.7% | 75.7%+15.0pp | 81.9%+8.8pp | 67.9%+22.7pp |
| Annual return | 16.97% | 29.90%-12.9pp | 68.23%-51.3pp | 28.85%-11.9pp |
| Employer contribution / active EE | $1,739 | $3,703-53.0% | $4,856-64.2% | $2,588-32.8% |
| Participant deferral / active EE | $7,492 | $7,092+5.6% | $7,758-3.4% | $4,289+74.7% |
| Admin fee / account holder | $264 | $1,266-79.2% | $10,762-97.5% | $1,587-83.4% |