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 |
|---|---|---|
CETERA ADVISOR NETWORKS LLC9+ years Service code 26 · EIN 95-3845382 | Advisory (Participants) | $9,000 |
JOHN HANCOCK LIFE INSURANCE COMPANY10+ years Filed as: JOHN HANCOCK LIFE INSURANCE CO USA Service code 15 · EIN 01-0233346 | Recordkeeping | $2,516 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,479 | $92,055-40.8% | $106,213-48.7% | $77,643-29.8% |
| Participation rate | 80.5% | 81.0%-0.5pp | 75.3%+5.3pp | 70.6%+10.0pp |
| Annual return | 13.55% | 17.91%-4.4pp | 116.14%-102.6pp | 31.24%-17.7pp |
| Employer contribution / active EE | $1,430 | $3,367-57.5% | $3,171-54.9% | $2,726-47.6% |
| Participant deferral / active EE | $4,033 | $5,386-25.1% | $5,016-19.6% | $4,647-13.2% |
| Admin fee / account holder | $280 | $219+27.9% | $11,033-97.5% | $430-34.9% |