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 | $56,500 |
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 | $46,525 | $127,481-63.5% | $149,696-68.9% | $90,288-48.5% |
| Participation rate | 84.5% | 78.2%+6.3pp | 82.5%+2.1pp | 73.4%+11.2pp |
| Annual return | -4.77% | 57.78%-62.6pp | 276.60%-281.4pp | 53.97%-58.7pp |
| Employer contribution / active EE | $1,926 | $3,448-44.1% | $4,644-58.5% | $2,524-23.7% |
| Participant deferral / active EE | $0 | $6,975-100.0% | $6,842-100.0% | $4,232-100.0% |
| Admin fee / account holder | $11 | $152-93.0% | $9,309-99.9% | $114-90.7% |