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 SVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $3,390 |
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 | $72,633 | $63,299+14.7% | $91,001-20.2% | $62,292+16.6% |
| Participation rate | 89.1% | 73.3%+15.8pp | 75.6%+13.5pp | 69.5%+19.6pp |
| Annual return | 17.45% | 20.99%-3.5pp | 4.60%+12.8pp | 28.90%-11.5pp |
| Employer contribution / active EE | $2,566 | $1,807+42.0% | $2,456+4.5% | $2,042+25.6% |
| Participant deferral / active EE | $5,010 | $2,943+70.3% | $3,547+41.2% | $3,169+58.1% |
| Admin fee / account holder | $28 | $468-94.0% | $5,417-99.5% | $479-94.2% |