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 | $26,747 |
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 | $61,958 | $75,284-17.7% | $91,001-31.9% | $69,631-11.0% |
| Participation rate | 97.6% | 80.4%+17.2pp | 75.6%+22.0pp | 70.7%+27.0pp |
| Annual return | 16.57% | 48.40%-31.8pp | 4.60%+12.0pp | 27571.02%-27554.5pp |
| Employer contribution / active EE | $1,320 | $2,473-46.6% | $2,456-46.3% | $2,032-35.1% |
| Participant deferral / active EE | $3,798 | $3,700+2.7% | $3,547+7.1% | $3,224+17.8% |
| Admin fee / account holder | $35 | $111-68.5% | $5,417-99.4% | $110-68.5% |