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 SRV Service code 15 · EIN 01-0233346 | Recordkeeping | $4,650 |
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 | $37,794 | $80,177-52.9% | $123,892-69.5% | $57,658-34.5% |
| Participation rate | 89.1% | 74.4%+14.6pp | 81.4%+7.6pp | 70.2%+18.8pp |
| Annual return | 9.22% | 17.90%-8.7pp | 47.52%-38.3pp | 5.13%+4.1pp |
| Employer contribution / active EE | $3,011 | $2,913+3.4% | $4,617-34.8% | $1,974+52.5% |
| Participant deferral / active EE | $5,536 | $5,130+7.9% | $5,984-7.5% | $3,061+80.9% |
| Admin fee / account holder | $10 | $106-90.9% | $8,357-99.9% | $95-89.8% |