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 | $40,553 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $124,520 | $79,519+56.6% | $95,952+29.8% | $73,409+69.6% |
| Participation rate | 85.7% | 81.2%+4.5pp | 77.1%+8.6pp | 72.2%+13.5pp |
| Annual return | 20.50% | 19.20%+1.3pp | 91.61%-71.1pp | 59.29%-38.8pp |
| Employer contribution / active EE | $1,595 | $2,048-22.1% | $2,541-37.2% | $2,234-28.6% |
| Participant deferral / active EE | $4,869 | $4,138+17.7% | $4,167+16.9% | $3,805+28.0% |
| Admin fee / account holder | $112 | $184-39.4% | $6,795-98.4% | $158-29.2% |