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 | $7,528 |
Service code 14 · EIN 20-4780677 | Plan Administrator | $400 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,238 | $95,274-29.4% | $135,903-50.5% | $74,419-9.6% |
| Participation rate | 88.6% | 78.2%+10.5pp | 81.9%+6.7pp | 70.7%+17.9pp |
| Annual return | 19.98% | 32.77%-12.8pp | 68.23%-48.3pp | 34.38%-14.4pp |
| Employer contribution / active EE | $1,192 | $3,874-69.2% | $4,856-75.5% | $2,637-54.8% |
| Participant deferral / active EE | $5,799 | $7,782-25.5% | $7,758-25.3% | $4,528+28.1% |
| Admin fee / account holder | $15 | $266-94.4% | $10,762-99.9% | $348-95.7% |