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 | $3,411 |
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 | $114,963 | $48,335+137.8% | $121,098-5.1% | $71,457+60.9% |
| Participation rate | 46.3% | 54.3%-7.9pp | 69.5%-23.1pp | 67.9%-21.6pp |
| Annual return | 18.51% | 23.32%-4.8pp | 985.75%-967.2pp | 28.85%-10.3pp |
| Employer contribution / active EE | $2,449 | $1,489+64.5% | $4,164-41.2% | $2,588-5.4% |
| Participant deferral / active EE | $3,925 | $2,754+42.5% | $4,080-3.8% | $4,289-8.5% |
| Admin fee / account holder | $14 | $1,841-99.3% | $5,644-99.8% | $1,587-99.1% |