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 | $2,997 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,978 | $66,813+9.2% | $100,516-27.4% | $73,488-0.7% |
| Participation rate | 100.0% | 77.5%+22.5pp | 79.4%+20.6pp | 70.7%+29.3pp |
| Annual return | 24.62% | 25.70%-1.1pp | 30.89%-6.3pp | 28.51%-3.9pp |
| Employer contribution / active EE | $6,969 | $2,147+224.6% | $3,418+103.9% | $2,270+207.0% |
| Participant deferral / active EE | $7,210 | $5,883+22.5% | $6,270+15.0% | $3,740+92.8% |
| Admin fee / account holder | $11 | $512-97.8% | $8,081-99.9% | $513-97.8% |