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 | $2,018 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,196 | $59,417+11.4% | $93,606-29.3% | $74,495-11.1% |
| Participation rate | 77.7% | 59.7%+18.0pp | 68.7%+9.0pp | 67.2%+10.5pp |
| Annual return | 12.29% | 81.83%-69.5pp | 133.20%-120.9pp | 1364.94%-1352.7pp |
| Employer contribution / active EE | $784 | $1,264-37.9% | $2,420-67.6% | $2,623-70.1% |
| Participant deferral / active EE | $2,270 | $3,050-25.6% | $4,411-48.6% | $4,346-47.8% |
| Admin fee / account holder | $16 | $3,021-99.5% | $8,285-99.8% | $1,942-99.2% |