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 | $109,057 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,760 | $95,388-37.4% | $125,339-52.3% | $77,904-23.3% |
| Participation rate | 77.8% | 78.6%-0.8pp | 82.4%-4.5pp | 73.7%+4.2pp |
| Annual return | 8.42% | 116.19%-107.8pp | 572.05%-563.6pp | 12.21%-3.8pp |
| Employer contribution / active EE | $727 | $3,666-80.2% | $4,814-84.9% | $2,848-74.5% |
| Participant deferral / active EE | $0 | $7,711-100.0% | $7,446-100.0% | $4,806-100.0% |
| Admin fee / account holder | $20 | $119-83.0% | $10,010-99.8% | $133-84.8% |