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 | $2,850 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,044 | $127,481-45.1% | $149,696-53.2% | $90,288-22.4% |
| Participation rate | 84.3% | 78.2%+6.1pp | 82.5%+1.9pp | 73.4%+11.0pp |
| Annual return | -8.49% | 57.78%-66.3pp | 276.60%-285.1pp | 53.97%-62.5pp |
| Employer contribution / active EE | $1,612 | $3,448-53.2% | $4,644-65.3% | $2,524-36.1% |
| Participant deferral / active EE | $0 | $6,975-100.0% | $6,842-100.0% | $4,232-100.0% |
| Admin fee / account holder | $1 | $152-99.6% | $9,309-100.0% | $114-99.4% |