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 |
|---|---|---|
JOHN HANCOCK LIFE INSURANCE COMPANY10+ years Filed as: JOHN HANCOCK RETIREMENT PLAN SRVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $67,825 |
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 | $65,877 | $145,877-54.8% | $150,045-56.1% | $102,872-36.0% |
| Participation rate | 84.4% | 79.8%+4.5pp | 82.3%+2.0pp | 73.0%+11.3pp |
| Annual return | 10.74% | 21.37%-10.6pp | 62.55%-51.8pp | 19.06%-8.3pp |
| Employer contribution / active EE | $2,200 | $4,710-53.3% | $4,693-53.1% | $3,526-37.6% |
| Participant deferral / active EE | $0 | $9,491-100.0% | $7,997-100.0% | $5,535-100.0% |
| Admin fee / account holder | $13 | $176-92.8% | $13,435-99.9% | $292-95.7% |