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 |
|---|---|---|
JOHN HANCOCK LIFE INSURANCE COMPANY10+ years Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $36,936 |
Filed as: MORGAN STANLEY Service code 27 7733 FORSYTH BLVD · CLAYTON, MO 63105 | Advisory (Plan) | $32,254 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,554 | $80,731-8.9% | $103,374-28.8% | $74,546-1.3% |
| Participation rate | 100.0% | 65.7%+34.3pp | 74.5%+25.5pp | 67.2%+32.8pp |
| Annual return | 13.73% | 27.56%-13.8pp | 24.89%-11.2pp | 1366.03%-1352.3pp |
| Employer contribution / active EE | $3,278 | $3,158+3.8% | $3,869-15.3% | $2,624+24.9% |
| Participant deferral / active EE | $5,498 | $3,860+42.4% | $5,058+8.7% | $4,347+26.5% |
| Admin fee / account holder | $279 | $2,369-88.2% | $8,394-96.7% | $1,944-85.6% |