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 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,364 | $95,388+2.1% | $125,339-22.3% | $77,904+25.0% |
| Participation rate | 77.6% | 78.6%-1.0pp | 82.4%-4.7pp | 73.7%+3.9pp |
| Annual return | 4.56% | 116.19%-111.6pp | 572.05%-567.5pp | 12.21%-7.6pp |
| Employer contribution / active EE | $6,542 | $3,666+78.4% | $4,814+35.9% | $2,848+129.7% |
| Participant deferral / active EE | $0 | $7,711-100.0% | $7,446-100.0% | $4,806-100.0% |
| Admin fee / account holder | $0 | $119-99.8% | $10,010-100.0% | $133-99.8% |