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 RETIREMENT PLAN SERVIC Service code 15 · EIN 01-0233346 | Recordkeeping | $102,581 |
Service code 27 611 E. WISCONSIN AVE · MILWAUKEE, WI 53202 | Advisory (Plan) | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,619 | $47,456-81.8% | $172,739-95.0% | $77,787-88.9% |
| Participation rate | 81.4% | 66.3%+15.1pp | 82.6%-1.3pp | 73.2%+8.2pp |
| Annual return | 26.26% | 35.57%-9.3pp | 802.84%-776.6pp | 32.57%-6.3pp |
| Employer contribution / active EE | $45 | $1,574-97.1% | $5,143-99.1% | $2,504-98.2% |
| Participant deferral / active EE | $1,245 | $2,560-51.4% | $5,198-76.0% | $3,967-68.6% |
| Admin fee / account holder | $64 | $81-20.3% | $13,954-99.5% | $100-35.6% |