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 SRVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $22,078 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,541 | $65,376+61.4% | $87,100+21.2% | $65,185+61.9% |
| Participation rate | 98.2% | 75.3%+22.9pp | 76.9%+21.3pp | 70.2%+28.0pp |
| Annual return | 17.32% | 31.27%-14.0pp | 28.19%-10.9pp | 29.38%-12.1pp |
| Employer contribution / active EE | $2,596 | $1,822+42.4% | $2,521+3.0% | $2,177+19.3% |
| Participant deferral / active EE | $7,142 | $3,388+110.8% | $4,049+76.4% | $3,514+103.2% |
| Admin fee / account holder | $102 | $520-80.3% | $7,497-98.6% | $847-87.9% |