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 | $153,060 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,765 | $64,286+5.4% | $90,951-25.5% | $73,409-7.7% |
| Participation rate | 98.9% | 63.6%+35.3pp | 69.0%+29.9pp | 72.2%+26.7pp |
| Annual return | 19.40% | 21.45%-2.1pp | 134.60%-115.2pp | 59.29%-39.9pp |
| Employer contribution / active EE | $2,786 | $895+211.4% | $2,122+31.3% | $2,234+24.7% |
| Participant deferral / active EE | $6,527 | $2,453+166.1% | $3,373+93.5% | $3,805+71.5% |
| Admin fee / account holder | $145 | $287-49.4% | $5,959-97.6% | $158-7.9% |