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 8-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 |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $44,866 |
Service code 99 · EIN 46-4984194 | Other Fees | $15,750 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SERVIC Service code 99 · EIN 01-0233346 | Other Fees | $6,821 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,605 | $71,050-64.0% | $93,606-72.6% | $80,856-68.3% |
| Participation rate | 97.1% | 60.4%+36.7pp | 68.7%+28.3pp | 67.6%+29.4pp |
| Annual return | 11.73% | 11.26%+0.5pp | 133.20%-121.5pp | 35.59%-23.9pp |
| Employer contribution / active EE | $0 | $1,564-100.0% | $2,420-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $26,733 | $4,034+562.8% | $4,411+506.0% | $4,296+522.3% |
| Admin fee / account holder | $147 | $6,945-97.9% | $8,285-98.2% | $6,918-97.9% |