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 | $110,640 |
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 | $56,338 | $35,485+58.8% | $74,550-24.4% | $55,725+1.1% |
| Participation rate | 90.8% | 62.5%+28.2pp | 69.1%+21.6pp | 70.9%+19.9pp |
| Annual return | 2.95% | 0.72%+2.2pp | 32.53%-29.6pp | 244.93%-242.0pp |
| Employer contribution / active EE | $2,129 | $777+173.9% | $1,961+8.6% | $2,078+2.4% |
| Participant deferral / active EE | $5,116 | $2,181+134.6% | $3,108+64.6% | $3,356+52.5% |
| Admin fee / account holder | $130 | $114+13.7% | $5,060-97.4% | $115+12.9% |