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 | $82,009 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $180,211 | $75,388+139.0% | $123,544+45.9% | $55,725+223.4% |
| Participation rate | 97.1% | 75.7%+21.5pp | 82.3%+14.8pp | 70.9%+26.3pp |
| Annual return | -4.62% | 4.48%-9.1pp | 119.20%-123.8pp | 244.93%-249.5pp |
| Employer contribution / active EE | $514 | $3,063-83.2% | $4,628-88.9% | $2,078-75.3% |
| Participant deferral / active EE | $9,903 | $5,651+75.3% | $6,426+54.1% | $3,356+195.1% |
| Admin fee / account holder | $144 | $120+20.6% | $9,284-98.4% | $115+25.4% |