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 |
|---|---|---|
Service code 26 · EIN 47-1717450 6928 OWENSMOUTH AVE. · CANOGA PARK, CA 91303 | Advisory (Participants) | $25,693 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $526 |
Employer contribution per participant 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 | $104,643 | $76,050+37.6% | $96,544+8.4% | $71,457+46.4% |
| Participation rate | 81.4% | 74.4%+7.0pp | 76.0%+5.4pp | 67.9%+13.5pp |
| Annual return | 19.96% | 22.81%-2.9pp | 25.84%-5.9pp | 28.85%-8.9pp |
| Employer contribution / active EE | $713 | $2,244-68.2% | $2,965-75.9% | $2,588-72.4% |
| Participant deferral / active EE | $6,201 | $4,215+47.1% | $4,851+27.8% | $4,289+44.6% |
| Admin fee / account holder | $207 | $2,707-92.4% | $8,252-97.5% | $1,587-87.0% |