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 NEW YORK Service code 15 · EIN 13-3646501 | Recordkeeping | $54,845 |
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 | $53,102 | $185,342-71.3% | $111,297-52.3% | $86,799-38.8% |
| Participation rate | 98.0% | 81.0%+17.0pp | 77.3%+20.7pp | 72.3%+25.7pp |
| Annual return | 29.07% | 500.80%-471.7pp | 54.65%-25.6pp | 97.91%-68.8pp |
| Employer contribution / active EE | $2,194 | $2,246-2.3% | $2,731-19.7% | $2,405-8.8% |
| Participant deferral / active EE | $2,924 | $4,458-34.4% | $4,487-34.8% | $4,131-29.2% |
| Admin fee / account holder | $256 | $255+0.4% | $7,964-96.8% | $170+51.3% |