Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,808 | $86,922-39.2% | $102,438-48.4% | $80,874-34.7% |
| Participation rate | 94.5% | 72.4%+22.1pp | 76.5%+18.0pp | 67.6%+26.9pp |
| Annual return | 7.09% | 18.90%-11.8pp | 29.37%-22.3pp | 35.62%-28.5pp |
| Employer contribution / active EE | $2,619 | $2,369+10.5% | $3,024-13.4% | $2,756-5.0% |
| Participant deferral / active EE | $4,785 | $4,119+16.2% | $5,054-5.3% | $4,297+11.4% |
| Admin fee / account holder | $227 | $8,050-97.2% | $9,448-97.6% | $6,935-96.7% |