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 | $21,665 |
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 | $118,908 | $78,422+51.6% | $95,952+23.9% | $79,858+48.9% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 0.48% | 19.37%-18.9pp | 91.61%-91.1pp | 31.71%-31.2pp |
| Employer contribution / active EE | $3,162 | $1,945+62.6% | $2,541+24.5% | $2,471+28.0% |
| Participant deferral / active EE | $8,858 | $3,440+157.5% | $4,167+112.6% | $3,740+136.9% |
| Admin fee / account holder | $121 | $5,622-97.8% | $6,795-98.2% | $5,306-97.7% |