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 | $55,613 |
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 | $115,851 | $70,908+63.4% | $98,907+17.1% | $73,488+57.6% |
| Participation rate | 95.9% | 73.8%+22.1pp | 76.0%+19.8pp | 70.7%+25.2pp |
| Annual return | 33.94% | 34.17%-0.2pp | 196.43%-162.5pp | 28.51%+5.4pp |
| Employer contribution / active EE | $3,170 | $2,036+55.7% | $2,689+17.9% | $2,270+39.6% |
| Participant deferral / active EE | $6,552 | $3,500+87.2% | $4,244+54.4% | $3,740+75.2% |
| Admin fee / account holder | $287 | $535-46.4% | $6,642-95.7% | $513-44.1% |