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 5-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 | $35,133 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,080 | $106,110-34.9% | $147,005-53.0% | $77,671-11.1% |
| Participation rate | 100.0% | 78.4%+21.6pp | 82.2%+17.8pp | 70.6%+29.4pp |
| Annual return | 19.32% | 56.77%-37.5pp | 418.76%-399.4pp | 31.21%-11.9pp |
| Employer contribution / active EE | $2,621 | $4,065-35.5% | $4,934-46.9% | $2,726-3.9% |
| Participant deferral / active EE | $7,272 | $7,992-9.0% | $8,070-9.9% | $4,648+56.4% |
| Admin fee / account holder | $101 | $338-70.1% | $13,006-99.2% | $430-76.6% |