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 | $30,101 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $188,573 | $100,923+86.8% | $150,045+25.7% | $74,304+153.8% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.3%+17.7pp | 60.3%+39.7pp |
| Annual return | 14.85% | 51.77%-36.9pp | 62.55%-47.7pp | 29.43%-14.6pp |
| Employer contribution / active EE | $13,457 | $3,463+288.5% | $4,693+186.7% | $2,241+500.4% |
| Participant deferral / active EE | $8,852 | $6,709+31.9% | $7,997+10.7% | $3,767+135.0% |
| Admin fee / account holder | $178 | $2,767-93.6% | $13,435-98.7% | $2,969-94.0% |