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 8-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 | $53,355 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $37,284 | $37,884-1.6% | $79,464-53.1% | $75,289-50.5% |
| Participation rate | 96.0% | 65.0%+31.0pp | 73.3%+22.7pp | 72.4%+23.6pp |
| Annual return | -4.21% | 1.06%-5.3pp | 718.14%-722.4pp | -0.04%-4.2pp |
| Employer contribution / active EE | $1 | $1,680-99.9% | $2,800-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $4,123 | $2,569+60.5% | $3,704+11.3% | $3,739+10.3% |
| Admin fee / account holder | $18 | $77-76.4% | $5,113-99.6% | $102-82.3% |