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 PO BOX 600 · BUFFALO, NY 14201 | Recordkeeping | $787 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,803 | $95,416-36.3% | $185,823-67.3% | $85,850-29.2% |
| Participation rate | 81.9% | 68.8%+13.2pp | 81.7%+0.2pp | 69.3%+12.6pp |
| Annual return | 9.91% | 23.59%-13.7pp | 122.05%-112.1pp | 318.53%-308.6pp |
| Employer contribution / active EE | $2,516 | $3,314-24.1% | $5,167-51.3% | $2,565-1.9% |
| Participant deferral / active EE | $3,450 | $3,423+0.8% | $5,568-38.0% | $3,952-12.7% |
| Admin fee / account holder | $236 | $7,213-96.7% | $16,237-98.5% | $6,260-96.2% |