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 ST · WESTWOOD, MA 02090 | Recordkeeping | $30,985 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,957 | $78,485-7.0% | $106,213-31.3% | $74,495-2.1% |
| Participation rate | 98.1% | 72.8%+25.2pp | 75.3%+22.8pp | 67.2%+30.9pp |
| Annual return | 17.18% | 15.95%+1.2pp | 116.14%-99.0pp | 1364.94%-1347.8pp |
| Employer contribution / active EE | $3,787 | $2,523+50.1% | $3,171+19.4% | $2,623+44.4% |
| Participant deferral / active EE | $5,220 | $4,322+20.8% | $5,016+4.1% | $4,346+20.1% |
| Admin fee / account holder | $281 | $2,232-87.4% | $11,033-97.5% | $1,942-85.5% |