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 9-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 | $28,429 |
POWER FINANCIAL PARTNERS2 years Service code 27 · EIN 92-2127109 | Advisory (Plan) | $15,734 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,915 | $54,193-35.6% | $93,606-62.7% | $77,643-55.0% |
| Participation rate | 29.3% | 63.9%-34.6pp | 68.7%-39.4pp | 70.6%-41.3pp |
| Annual return | 14.98% | 30.54%-15.6pp | 133.20%-118.2pp | 31.24%-16.3pp |
| Employer contribution / active EE | $838 | $1,168-28.2% | $2,420-65.4% | $2,726-69.2% |
| Participant deferral / active EE | $1,419 | $3,144-54.9% | $4,411-67.8% | $4,647-69.5% |
| Admin fee / account holder | $196 | $576-65.9% | $8,285-97.6% | $430-54.4% |