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 | $24,642 |
Annual investment return 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 | $155,226 | $91,407+69.8% | $135,903+14.2% | $71,457+117.2% |
| Participation rate | 100.0% | 75.7%+24.3pp | 81.9%+18.1pp | 67.9%+32.1pp |
| Annual return | 10.65% | 29.90%-19.2pp | 68.23%-57.6pp | 28.85%-18.2pp |
| Employer contribution / active EE | $10,957 | $3,703+195.8% | $4,856+125.6% | $2,588+323.4% |
| Participant deferral / active EE | $7,380 | $7,092+4.1% | $7,758-4.9% | $4,289+72.1% |
| Admin fee / account holder | $170 | $1,266-86.6% | $10,762-98.4% | $1,587-89.3% |