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 | $27,982 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $164,442 | $82,664+98.9% | $125,339+31.2% | $68,494+140.1% |
| Participation rate | 97.9% | 75.0%+22.9pp | 82.4%+15.5pp | 67.9%+30.0pp |
| Annual return | -16.41% | -5.97%-10.4pp | 572.05%-588.5pp | -7.84%-8.6pp |
| Employer contribution / active EE | $11,016 | $3,381+225.8% | $4,814+128.9% | $2,596+324.3% |
| Participant deferral / active EE | $6,773 | $6,110+10.8% | $7,446-9.0% | $4,027+68.2% |
| Admin fee / account holder | $204 | $6,275-96.7% | $10,010-98.0% | $5,403-96.2% |