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 | $950 |
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 | $107,777 | $145,877-26.1% | $150,045-28.2% | $102,872+4.8% |
| Participation rate | 84.3% | 79.8%+4.4pp | 82.3%+1.9pp | 73.0%+11.2pp |
| Annual return | -0.60% | 21.37%-22.0pp | 62.55%-63.2pp | 19.06%-19.7pp |
| Employer contribution / active EE | $8,790 | $4,710+86.6% | $4,693+87.3% | $3,526+149.3% |
| Participant deferral / active EE | $0 | $9,491-100.0% | $7,997-100.0% | $5,535-100.0% |
| Admin fee / account holder | $0 | $176-99.9% | $13,435-100.0% | $292-99.9% |