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 | $4,108 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $206,318 | $155,795+32.4% | $136,294+51.4% | $69,631+196.3% |
| Participation rate | 88.5% | 75.2%+13.2pp | 81.9%+6.6pp | 70.7%+17.8pp |
| Annual return | 17.93% | 232464.33%-232446.4pp | 5155.94%-5138.0pp | 27571.02%-27553.1pp |
| Employer contribution / active EE | $454 | $2,991-84.8% | $4,695-90.3% | $2,032-77.7% |
| Participant deferral / active EE | $9,003 | $5,394+66.9% | $6,247+44.1% | $3,224+179.3% |
| Admin fee / account holder | $11 | $128-91.1% | $9,243-99.9% | $110-89.7% |