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 | $10,616 |
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 | $132,232 | $69,305+90.8% | $82,313+60.6% | $69,631+89.9% |
| Participation rate | 77.3% | 80.3%-3.0pp | 76.9%+0.4pp | 70.7%+6.6pp |
| Annual return | 14.78% | 21.47%-6.7pp | 25.88%-11.1pp | 27571.02%-27556.2pp |
| Employer contribution / active EE | $1,206 | $1,887-36.1% | $2,428-50.4% | $2,032-40.7% |
| Participant deferral / active EE | $6,197 | $3,568+73.7% | $3,706+67.2% | $3,224+92.2% |
| Admin fee / account holder | $25 | $97-74.2% | $5,608-99.6% | $110-77.3% |