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 | $14,816 |
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 | $68,426 | $58,083+17.8% | $80,019-14.5% | $56,287+21.6% |
| Participation rate | 90.3% | 73.6%+16.7pp | 75.8%+14.5pp | 69.9%+20.5pp |
| Annual return | -6.19% | 34.61%-40.8pp | 11.22%-17.4pp | -9.96%+3.8pp |
| Employer contribution / active EE | $2,787 | $1,932+44.3% | $2,468+12.9% | $2,111+32.0% |
| Participant deferral / active EE | $5,583 | $3,135+78.1% | $3,686+51.5% | $3,350+66.7% |
| Admin fee / account holder | $16 | $623-97.4% | $6,521-99.7% | $521-96.8% |