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 | $1,916 |
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 | $50,988 | $42,546+19.8% | $71,796-29.0% | $55,167-7.6% |
| Participation rate | 78.3% | 59.1%+19.2pp | 69.1%+9.2pp | 69.0%+9.3pp |
| Annual return | 9.68% | 12.36%-2.7pp | 78.04%-68.4pp | 169.23%-159.5pp |
| Employer contribution / active EE | $1,427 | $803+77.7% | $1,924-25.8% | $1,963-27.3% |
| Participant deferral / active EE | $3,410 | $2,064+65.2% | $2,794+22.0% | $3,054+11.6% |
| Admin fee / account holder | $26 | $650-95.9% | $4,815-99.5% | $504-94.8% |