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 | $184,846 |
KPMG LLP3+ years Filed as: KPMG Service code 10 · EIN 13-5565207 | Accounting | $63,150 |
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 | $127,091 | $89,274+42.4% | $149,718-15.1% | $77,958+63.0% |
| Participation rate | 100.0% | 87.6%+12.4pp | 87.1%+12.9pp | 71.6%+28.4pp |
| Annual return | 17.03% | 20.36%-3.3pp | 1501.63%-1484.6pp | 20.87%-3.8pp |
| Employer contribution / active EE | $8,526 | $3,727+128.8% | $5,445+56.6% | $2,310+269.0% |
| Participant deferral / active EE | $10,268 | $5,382+90.8% | $6,569+56.3% | $3,537+190.3% |
| Admin fee / account holder | $139 | $240-42.1% | $11,283-98.8% | $97+42.5% |