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 |
|---|---|---|
COMMONWEALTH FINANCIAL NETWORK10+ years Service code 27 · EIN 04-2675571 | Advisory (Plan) | $0 |
Filed as: JOHN HANCOCK LIFE INS CO Service code 15 · EIN 01-0233346 | Recordkeeping | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,919 | $54,193-28.2% | $93,654-58.4% | $77,671-49.9% |
| Participation rate | 79.2% | 63.9%+15.2pp | 68.7%+10.5pp | 70.6%+8.6pp |
| Annual return | 16.42% | 30.54%-14.1pp | 133.34%-116.9pp | 31.21%-14.8pp |
| Employer contribution / active EE | $1,784 | $1,168+52.8% | $2,421-26.3% | $2,726-34.6% |
| Participant deferral / active EE | $4,235 | $3,144+34.7% | $4,413-4.0% | $4,648-8.9% |
| Admin fee / account holder | $166 | $576-71.2% | $8,282-98.0% | $430-61.5% |