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 | $21,553 |
Service code 27 · EIN 43-1451524 | Advisory (Plan) | $12,188 |
Service code 27 · EIN 46-5061538 | Advisory (Plan) | $12,152 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,472 | $102,317-17.4% | $146,958-42.5% | $80,856+4.5% |
| Participation rate | 71.6% | 75.8%-4.3pp | 82.2%-10.6pp | 67.6%+3.9pp |
| Annual return | 14.31% | 134.76%-120.4pp | 418.34%-404.0pp | 35.59%-21.3pp |
| Employer contribution / active EE | $887 | $3,713-76.1% | $4,933-82.0% | $2,755-67.8% |
| Participant deferral / active EE | $8,243 | $6,644+24.1% | $8,070+2.1% | $4,296+91.9% |
| Admin fee / account holder | $367 | $7,941-95.4% | $12,998-97.2% | $6,918-94.7% |