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: JOHN HANCOCK TRUST COMPANY LLC Service code 64 · EIN 01-0233346 | Recordkeeping Fees | $4,965 |
Employer contribution per participant 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 | $59,376 | $82,202-27.8% | $125,339-52.6% | $64,808-8.4% |
| Participation rate | 81.5% | 77.9%+3.6pp | 82.4%-0.9pp | 71.5%+10.0pp |
| Annual return | -16.60% | 3.48%-20.1pp | 572.05%-588.7pp | 32.82%-49.4pp |
| Employer contribution / active EE | $521 | $3,615-85.6% | $4,814-89.2% | $2,506-79.2% |
| Participant deferral / active EE | $5,237 | $7,175-27.0% | $7,446-29.7% | $4,310+21.5% |
| Admin fee / account holder | $10 | $163-93.7% | $10,010-99.9% | $188-94.5% |