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 |
|---|---|---|
JOHN HANCOCK LIFE INSURANCE COMPANY10+ years Filed as: JOHN HANCOCK RETIREMENT PLAN SRVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $589,618 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $246,559 | $178,759+37.9% | $102,423+140.7% | $106,382+131.8% |
| Participation rate | 97.6% | 91.3%+6.3pp | 76.5%+21.1pp | 69.9%+27.7pp |
| Annual return | 13.41% | 17.23%-3.8pp | 29.32%-15.9pp | 17.37%-4.0pp |
| Employer contribution / active EE | $18,382 | $5,750+219.7% | $3,023+508.0% | $3,364+446.5% |
| Participant deferral / active EE | $9,807 | $9,466+3.6% | $5,053+94.1% | $5,569+76.1% |
| Admin fee / account holder | $49 | $62-21.9% | $9,451-99.5% | $79-38.8% |