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 | $95,916 | $107,459-10.7% | $135,903-29.4% | $80,160+19.7% |
| Participation rate | 77.6% | 78.0%-0.4pp | 81.9%-4.3pp | 72.9%+4.7pp |
| Annual return | 0.43% | 91.91%-91.5pp | 68.23%-67.8pp | 40.38%-40.0pp |
| Employer contribution / active EE | $7,389 | $3,877+90.6% | $4,856+52.2% | $2,978+148.2% |
| Participant deferral / active EE | $0 | $8,195-100.0% | $7,758-100.0% | $5,017-100.0% |
| Admin fee / account holder | $0 | $127-99.8% | $10,762-100.0% | $145-99.8% |