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 | $4,625 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $100,016 | $75,284+32.9% | $91,001+9.9% | $69,631+43.6% |
| Participation rate | 97.3% | 80.4%+16.9pp | 75.6%+21.7pp | 70.7%+26.6pp |
| Annual return | 18.35% | 48.40%-30.0pp | 4.60%+13.8pp | 27571.02%-27552.7pp |
| Employer contribution / active EE | $2,004 | $2,473-19.0% | $2,456-18.4% | $2,032-1.4% |
| Participant deferral / active EE | $6,813 | $3,700+84.1% | $3,547+92.1% | $3,224+111.3% |
| Admin fee / account holder | $16 | $111-85.6% | $5,417-99.7% | $110-85.6% |