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 RETIREMENT PLAN SRVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $549,041 |
CENTAURUS FINANCIAL INC10+ years Filed as: CENTAURUS FINANCIAL Service code 27 · EIN 33-0530236 | Advisory (Plan) | $300,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,258 | $241,101-48.0% | $103,333+21.2% | $199,593-37.2% |
| Participation rate | 75.6% | 78.3%-2.6pp | 74.5%+1.1pp | 72.0%+3.7pp |
| Annual return | 15.32% | 17.80%-2.5pp | 24.88%-9.6pp | 34.25%-18.9pp |
| Employer contribution / active EE | $3,644 | $4,244-14.1% | $3,868-5.8% | $3,034+20.1% |
| Participant deferral / active EE | $8,005 | $3,958+102.3% | $5,057+58.3% | $5,087+57.4% |
| Admin fee / account holder | $174 | $288-39.5% | $8,355-97.9% | $269-35.2% |