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 SERVIC Service code 15 · EIN 01-0233346 | Recordkeeping | $2,791 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,929 | $62,723+75.3% | $142,863-23.1% | $86,799+26.6% |
| Participation rate | 34.8% | 62.6%-27.8pp | 71.9%-37.2pp | 72.3%-37.5pp |
| Annual return | 16.99% | 17.62%-0.6pp | 5637.54%-5620.5pp | 97.91%-80.9pp |
| Employer contribution / active EE | $1,579 | $1,627-2.9% | $4,144-61.9% | $2,405-34.4% |
| Participant deferral / active EE | $2,416 | $3,039-20.5% | $3,837-37.0% | $4,131-41.5% |
| Admin fee / account holder | $8 | $140-94.2% | $6,560-99.9% | $170-95.2% |