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 | $31,899 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,579 | $49,915+63.4% | $154,803-47.3% | $74,304+9.8% |
| Participation rate | 100.0% | 54.0%+46.0pp | 78.1%+21.9pp | 60.3%+39.7pp |
| Annual return | 22.13% | 34.06%-11.9pp | 58.88%-36.8pp | 29.43%-7.3pp |
| Employer contribution / active EE | $8,542 | $1,611+430.1% | $4,305+98.4% | $2,241+281.1% |
| Participant deferral / active EE | $4,848 | $2,255+115.0% | $5,540-12.5% | $3,767+28.7% |
| Admin fee / account holder | $223 | $2,189-89.8% | $14,329-98.4% | $2,969-92.5% |