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 TRUSTEES4+ years Service code 14 · EIN 36-1033970 | Plan Administrator | $692,785 |
Filed as: JOHN HANCOCK Service code 15 690 CANTON STREET · WESTWOOD, MA 02090 | Recordkeeping | $445,080 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $189,615 | $49,105+286.1% | $92,893+104.1% | $89,569+111.7% |
| Participation rate | 71.7% | 79.0%-7.3pp | 76.0%-4.3pp | 69.6%+2.1pp |
| Annual return | 5.99% | 32.35%-26.4pp | 109.41%-103.4pp | 34.56%-28.6pp |
| Employer contribution / active EE | $6,318 | $3,373+87.3% | $3,653+73.0% | $2,584+144.5% |
| Participant deferral / active EE | $0 | $2,531-100.0% | $4,236-100.0% | $4,220-100.0% |
| Admin fee / account holder | $90 | $93-3.0% | $5,794-98.5% | $72+25.4% |