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 | $158,456 |
Annual investment return 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 | $58,447 | $107,459-45.6% | $135,903-57.0% | $80,160-27.1% |
| Participation rate | 78.0% | 78.0%0pp | 81.9%-3.9pp | 72.9%+5.1pp |
| Annual return | -2.20% | 91.91%-94.1pp | 68.23%-70.4pp | 40.38%-42.6pp |
| Employer contribution / active EE | $3,159 | $3,877-18.5% | $4,856-34.9% | $2,978+6.1% |
| Participant deferral / active EE | $0 | $8,195-100.0% | $7,758-100.0% | $5,017-100.0% |
| Admin fee / account holder | $14 | $127-88.6% | $10,762-99.9% | $145-90.0% |