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 6-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 | $26,152 |
Participant contribution per participant 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 | $106,990 | $66,528+60.8% | $86,874+23.2% | $86,799+23.3% |
| Participation rate | 100.0% | 72.4%+27.6pp | 71.6%+28.4pp | 72.3%+27.7pp |
| Annual return | 1015.61% | 19.56%+996.1pp | 63.52%+952.1pp | 97.91%+917.7pp |
| Employer contribution / active EE | $2,631 | $2,007+31.1% | $2,495+5.4% | $2,405+9.4% |
| Participant deferral / active EE | $1,378 | $3,240-57.5% | $3,699-62.8% | $4,131-66.6% |
| Admin fee / account holder | $40 | $148-73.3% | $5,828-99.3% | $170-76.6% |