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 SVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $18,579 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $286,992 | $101,317+183.3% | $146,958+95.3% | $74,495+285.3% |
| Participation rate | 97.5% | 75.5%+22.0pp | 82.2%+15.3pp | 67.2%+30.3pp |
| Annual return | 9.25% | 8730.91%-8721.7pp | 418.34%-409.1pp | 1364.94%-1355.7pp |
| Employer contribution / active EE | $14,825 | $3,810+289.1% | $4,933+200.5% | $2,623+465.2% |
| Participant deferral / active EE | $13,701 | $7,303+87.6% | $8,070+69.8% | $4,346+215.3% |
| Admin fee / account holder | $139 | $1,739-92.0% | $12,998-98.9% | $1,942-92.9% |