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 | $175,464 |
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 | $60,405 | $122,186-50.6% | $146,958-58.9% | $199,593-69.7% |
| Participation rate | 95.1% | 78.3%+16.8pp | 82.2%+12.9pp | 72.0%+23.1pp |
| Annual return | 22.03% | 30.56%-8.5pp | 418.34%-396.3pp | 34.25%-12.2pp |
| Employer contribution / active EE | $884 | $4,093-78.4% | $4,933-82.1% | $3,034-70.9% |
| Participant deferral / active EE | $0 | $8,502-100.0% | $8,070-100.0% | $5,087-100.0% |
| Admin fee / account holder | $17 | $179-90.3% | $12,998-99.9% | $269-93.5% |