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 | $107,593 |
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 | $55,818 | $101,523-45.0% | $141,162-60.5% | $77,787-28.2% |
| Participation rate | 79.7% | 77.4%+2.3pp | 82.5%-2.8pp | 73.2%+6.5pp |
| Annual return | 6.20% | 56.22%-50.0pp | 71.39%-65.2pp | 32.57%-26.4pp |
| Employer contribution / active EE | $1,828 | $3,341-45.3% | $4,735-61.4% | $2,504-27.0% |
| Participant deferral / active EE | $0 | $6,434-100.0% | $6,709-100.0% | $3,967-100.0% |
| Admin fee / account holder | $13 | $92-86.2% | $10,261-99.9% | $100-87.4% |