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 | $2,784 |
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 | $95,735 | $45,602+109.9% | $117,472-18.5% | $66,914+43.1% |
| Participation rate | 36.5% | 57.6%-21.1pp | 70.6%-34.1pp | 69.8%-33.3pp |
| Annual return | -15.89% | -16.74%+0.8pp | 29.74%-45.6pp | 1.58%-17.5pp |
| Employer contribution / active EE | $2,076 | $1,579+31.5% | $4,176-50.3% | $2,544-18.4% |
| Participant deferral / active EE | $3,013 | $2,845+5.9% | $4,070-26.0% | $4,237-28.9% |
| Admin fee / account holder | $9 | $661-98.7% | $5,645-99.8% | $593-98.5% |