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 | $1,900 |
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 | $95,668 | $122,186-21.7% | $146,958-34.9% | $199,593-52.1% |
| Participation rate | 92.4% | 78.3%+14.1pp | 82.2%+10.2pp | 72.0%+20.4pp |
| Annual return | 7.60% | 30.56%-23.0pp | 418.34%-410.7pp | 34.25%-26.7pp |
| Employer contribution / active EE | $7,954 | $4,093+94.3% | $4,933+61.2% | $3,034+162.1% |
| Participant deferral / active EE | $0 | $8,502-100.0% | $8,070-100.0% | $5,087-100.0% |
| Admin fee / account holder | $0 | $179-99.8% | $12,998-100.0% | $269-99.8% |