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 15 · EIN 80-0709115 690 CANTON STREET · WESTWOOD, MA 02090 | Recordkeeping | $23,054 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $187,703 | $104,475+79.7% | $159,436+17.7% | $79,386+136.4% |
| Participation rate | 100.0% | 76.6%+23.4pp | 82.8%+17.2pp | 70.7%+29.3pp |
| Annual return | 29.03% | 67.95%-38.9pp | 263.57%-234.5pp | 116.85%-87.8pp |
| Employer contribution / active EE | $10,307 | $3,417+201.7% | $4,829+113.4% | $2,427+324.6% |
| Participant deferral / active EE | $5,546 | $6,467-14.3% | $7,352-24.6% | $4,046+37.1% |
| Admin fee / account holder | $162 | $711-77.3% | $10,799-98.5% | $626-74.2% |