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 | $88,285 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,829 | $62,624+6.7% | $177,989-62.5% | $77,643-13.9% |
| Participation rate | 44.0% | 66.8%-22.8pp | 77.1%-33.0pp | 70.6%-26.5pp |
| Annual return | 15.07% | 16.16%-1.1pp | 294.48%-279.4pp | 31.24%-16.2pp |
| Employer contribution / active EE | $1,630 | $1,909-14.6% | $3,949-58.7% | $2,726-40.2% |
| Participant deferral / active EE | $3,001 | $4,219-28.9% | $6,276-52.2% | $4,647-35.4% |
| Admin fee / account holder | $254 | $386-34.3% | $10,363-97.6% | $430-41.1% |