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 SRVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $61,583 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,827 | $53,932-20.6% | $134,143-68.1% | $90,288-52.6% |
| Participation rate | 85.1% | 60.4%+24.8pp | 72.2%+13.0pp | 73.4%+11.8pp |
| Annual return | 9.65% | 23.16%-13.5pp | 36.33%-26.7pp | 53.97%-44.3pp |
| Employer contribution / active EE | $1,431 | $1,611-11.2% | $3,704-61.4% | $2,524-43.3% |
| Participant deferral / active EE | $2,300 | $2,432-5.4% | $3,499-34.3% | $4,232-45.6% |
| Admin fee / account holder | $26 | $104-74.7% | $6,684-99.6% | $114-77.0% |