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 |
|---|---|---|
JOHN HANCOCK LIFE INSURANCE COMPANY10+ years Filed as: JOHN HANCOCK U.S.A. Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $0 |
PENSION PROFESSIONALS, INC.9 years Service code 13 · EIN 33-0001862 30212 TOMAS, SUITE 275 · RANCHO SANTA MARGARITA, CA 92688 | Contract Administrator | $0 |
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 | $135,551 | $87,870+54.3% | $113,168+19.8% | $74,304+82.4% |
| Participation rate | 97.2% | 70.7%+26.5pp | 76.6%+20.7pp | 60.3%+36.9pp |
| Annual return | 9.84% | 26.44%-16.6pp | 24.27%-14.4pp | 29.43%-19.6pp |
| Employer contribution / active EE | $3,646 | $2,277+60.1% | $2,975+22.5% | $2,241+62.7% |
| Participant deferral / active EE | $8,367 | $4,241+97.3% | $5,107+63.8% | $3,767+122.1% |
| Admin fee / account holder | $18 | $3,368-99.5% | $12,068-99.8% | $2,969-99.4% |