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 | $132,710 |
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 | $63,087 | $120,450-47.6% | $159,436-60.4% | $93,030-32.2% |
| Participation rate | 94.8% | 78.0%+16.8pp | 82.8%+11.9pp | 73.9%+20.9pp |
| Annual return | 40.14% | 27.11%+13.0pp | 263.57%-223.4pp | 158.70%-118.6pp |
| Employer contribution / active EE | $1,548 | $3,526-56.1% | $4,829-67.9% | $2,706-42.8% |
| Participant deferral / active EE | $0 | $7,283-100.0% | $7,352-100.0% | $4,562-100.0% |
| Admin fee / account holder | $13 | $137-90.3% | $10,799-99.9% | $152-91.3% |