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 SRVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $38,377 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,252 | $102,553+13.4% | $151,611-23.3% | $66,914+73.7% |
| Participation rate | 97.7% | 85.5%+12.2pp | 87.5%+10.2pp | 69.8%+27.9pp |
| Annual return | -10.14% | -10.82%+0.7pp | 3.33%-13.5pp | 1.58%-11.7pp |
| Employer contribution / active EE | $5,761 | $4,180+37.8% | $6,166-6.6% | $2,544+126.5% |
| Participant deferral / active EE | $7,319 | $6,641+10.2% | $8,363-12.5% | $4,237+72.7% |
| Admin fee / account holder | $117 | $630-81.4% | $11,616-99.0% | $593-80.2% |