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 SERVIC Service code 15 · EIN 01-0233346 | Recordkeeping | $111,630 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,744 | $221,442-87.9% | $92,233-71.0% | $77,958-65.7% |
| Participation rate | 90.9% | 79.6%+11.3pp | 76.5%+14.4pp | 71.6%+19.2pp |
| Annual return | 17.12% | 15.65%+1.5pp | 176.28%-159.2pp | 20.87%-3.7pp |
| Employer contribution / active EE | $1,586 | $3,226-50.8% | $3,679-56.9% | $2,310-31.4% |
| Participant deferral / active EE | $2,586 | $2,779-7.0% | $3,897-33.6% | $3,537-26.9% |
| Admin fee / account holder | $98 | $210-53.2% | $5,194-98.1% | $97+0.7% |