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 6-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 RETIREMENT PLAN SERVIC Service code 15 · EIN 01-0233346 | Recordkeeping | $124,395 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $82,102 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,748 | $104,317-34.1% | $159,436-56.9% | $86,799-20.8% |
| Participation rate | 74.9% | 77.7%-2.8pp | 82.8%-7.9pp | 72.3%+2.6pp |
| Annual return | 18.81% | 26.32%-7.5pp | 263.57%-244.8pp | 97.91%-79.1pp |
| Employer contribution / active EE | $2,245 | $3,451-34.9% | $4,829-53.5% | $2,405-6.7% |
| Participant deferral / active EE | $4,520 | $6,837-33.9% | $7,352-38.5% | $4,131+9.4% |
| Admin fee / account holder | $297 | $172+72.3% | $10,799-97.3% | $170+75.0% |