See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 8-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $65,636 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,188 | $123,077-43.0% | $116,228-39.6% | $102,872-31.8% |
| Participation rate | 89.0% | 87.0%+2.0pp | 74.6%+14.5pp | 73.0%+16.0pp |
| Annual return | 18.38% | 15.84%+2.5pp | 90.06%-71.7pp | 19.06%-0.7pp |
| Employer contribution / active EE | $2,998 | $4,380-31.6% | $2,994+0.1% | $3,526-15.0% |
| Participant deferral / active EE | $5,370 | $6,746-20.4% | $4,953+8.4% | $5,535-3.0% |
| Admin fee / account holder | $36 | $115-68.9% | $11,989-99.7% | $292-87.7% |