Filed February 9, 2026
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 | $5,191 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,842 | $58,879+37.3% | $178,490-54.7% | $73,488+10.0% |
| Participation rate | 99.6% | 66.2%+33.3pp | 81.9%+17.6pp | 70.7%+28.9pp |
| Annual return | 15.89% | 24.86%-9.0pp | 151.07%-135.2pp | 28.51%-12.6pp |
| Employer contribution / active EE | $6,601 | $2,236+195.2% | $5,011+31.7% | $2,270+190.8% |
| Participant deferral / active EE | $4,321 | $2,567+68.3% | $5,202-16.9% | $3,740+15.6% |
| Admin fee / account holder | $17 | $400-95.8% | $13,984-99.9% | $513-96.7% |