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 | $1,105 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,621 | $102,197-17.2% | $142,449-40.6% | $74,419+13.7% |
| Participation rate | 99.0% | 79.8%+19.2pp | 76.8%+22.2pp | 70.7%+28.3pp |
| Annual return | 19.19% | 19.73%-0.5pp | 19.99%-0.8pp | 34.38%-15.2pp |
| Employer contribution / active EE | $11,885 | $5,052+135.3% | $4,847+145.2% | $2,637+350.6% |
| Participant deferral / active EE | $6,035 | $6,304-4.3% | $6,283-4.0% | $4,528+33.3% |
| Admin fee / account holder | $11 | $186-94.1% | $10,011-99.9% | $348-96.8% |