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 | $8,484 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,383 | $63,905+82.1% | $74,183+56.9% | $57,658+101.8% |
| Participation rate | 79.5% | 79.8%-0.2pp | 76.6%+2.9pp | 70.2%+9.3pp |
| Annual return | 5.41% | 60.60%-55.2pp | 17.74%-12.3pp | 5.13%+0.3pp |
| Employer contribution / active EE | $1,165 | $1,840-36.7% | $2,370-50.9% | $1,974-41.0% |
| Participant deferral / active EE | $6,295 | $3,448+82.6% | $3,550+77.3% | $3,061+105.7% |
| Admin fee / account holder | $21 | $91-77.2% | $5,586-99.6% | $95-78.0% |