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 RET PLAN SERVICES Service code 15 · EIN 01-0233346 200 BERKELEY STREET · BOSTON, MA 02116 | Recordkeeping | $51,948 |
Filed as: MILLENIUM INVESTMENT & RETIREMENT A Service code 51 3540 TORRINGDON WAY, SUITE 200 · CHARLOTTE, NC 28277 | Investment Mgmt Fees | $1,838 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,124 | $58,320+68.3% | $86,436+13.5% | $66,914+46.6% |
| Participation rate | 89.5% | 78.6%+10.9pp | 80.3%+9.2pp | 69.8%+19.7pp |
| Annual return | -17.05% | -9.71%-7.3pp | 4394.89%-4411.9pp | 1.58%-18.6pp |
| Employer contribution / active EE | $9,373 | $2,615+258.4% | $3,769+148.7% | $2,544+268.4% |
| Participant deferral / active EE | $11,072 | $6,899+60.5% | $6,952+59.3% | $4,237+161.3% |
| Admin fee / account holder | $267 | $546-51.1% | $6,731-96.0% | $593-55.0% |