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 |
|---|---|---|
ELECTRICAL INSURANCE TRUSTEES3+ years Service code 14 · EIN 36-1033970 | Plan Administrator | $684,187 |
Filed as: JOHN HANCOCK Service code 10 690 CANTON STREET · WESTWOOD, MA 02090 | Accounting | $442,620 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $180,704 | $49,973+261.6% | $83,848+115.5% | $73,367+146.3% |
| Participation rate | 76.5% | 77.8%-1.3pp | 76.1%+0.3pp | 69.5%+7.0pp |
| Annual return | 8.73% | 0.83%+7.9pp | 850.88%-842.1pp | 173.45%-164.7pp |
| Employer contribution / active EE | $6,613 | $3,293+100.8% | $3,631+82.1% | $2,499+164.6% |
| Participant deferral / active EE | $0 | $2,341-100.0% | $4,082-100.0% | $4,033-100.0% |
| Admin fee / account holder | $89 | $95-6.2% | $5,478-98.4% | $68+30.7% |