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 |
|---|---|---|
Filed as: KESTRA ADVISORY SERVICES Service code 26 · EIN 35-2552359 | Advisory (Participants) | $16,420 |
JOHN HANCOCK LIFE INSURANCE COMPANY10+ years Filed as: JOHN HANCOCK LIFE INSURANCE CO USA Service code 15 · EIN 01-0233346 | Recordkeeping | $1,000 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,808 | $86,929-39.3% | $102,423-48.4% | $80,856-34.7% |
| Participation rate | 94.5% | 72.4%+22.1pp | 76.5%+18.0pp | 67.6%+26.9pp |
| Annual return | 7.09% | 18.88%-11.8pp | 29.32%-22.2pp | 35.59%-28.5pp |
| Employer contribution / active EE | $2,619 | $2,369+10.5% | $3,023-13.4% | $2,755-4.9% |
| Participant deferral / active EE | $4,785 | $4,118+16.2% | $5,053-5.3% | $4,296+11.4% |
| Admin fee / account holder | $227 | $8,049-97.2% | $9,451-97.6% | $6,918-96.7% |