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 SRVS Service code 15 · EIN 01-0233346 | Recordkeeping | $4,050 |
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 | $84,283 | $74,024+13.9% | $77,999+8.1% | $57,658+46.2% |
| Participation rate | 95.7% | 79.7%+16.0pp | 75.5%+20.2pp | 70.2%+25.5pp |
| Annual return | 13.69% | 12.14%+1.5pp | 425.96%-412.3pp | 5.13%+8.6pp |
| Employer contribution / active EE | $1,606 | $2,365-32.1% | $2,470-35.0% | $1,974-18.6% |
| Participant deferral / active EE | $6,184 | $3,533+75.0% | $3,497+76.9% | $3,061+102.1% |
| Admin fee / account holder | $14 | $93-84.6% | $5,480-99.7% | $95-84.8% |