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 | $2,376 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,556 | $72,254-30.0% | $86,677-41.7% | $64,808-22.0% |
| Participation rate | 99.3% | 80.4%+18.9pp | 76.6%+22.7pp | 71.5%+27.8pp |
| Annual return | -6.85% | 392.42%-399.3pp | 35.91%-42.8pp | 32.82%-39.7pp |
| Employer contribution / active EE | $2,343 | $2,393-2.1% | $2,836-17.4% | $2,506-6.5% |
| Participant deferral / active EE | $3,111 | $4,658-33.2% | $4,656-33.2% | $4,310-27.8% |
| Admin fee / account holder | $255 | $174+46.7% | $7,493-96.6% | $188+35.9% |