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 | $121,099 |
Employer contribution per participant 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 | $72,683 | $101,523-28.4% | $141,162-48.5% | $77,787-6.6% |
| Participation rate | 95.7% | 77.4%+18.4pp | 82.5%+13.3pp | 73.2%+22.5pp |
| Annual return | 28.55% | 56.22%-27.7pp | 71.39%-42.8pp | 32.57%-4.0pp |
| Employer contribution / active EE | $0 | $3,341-100.0% | $4,735-100.0% | $2,504-100.0% |
| Participant deferral / active EE | $8,331 | $6,434+29.5% | $6,709+24.2% | $3,967+110.0% |
| Admin fee / account holder | $12 | $92-86.6% | $10,261-99.9% | $100-87.7% |