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 9-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 |
|---|---|---|
JH LIFE INSURANCE COMPANY OF NY1+ years Service code 15 · EIN 13-3646501 PO BOX 600 · BUFFALO, NY 14201 | Recordkeeping | $782 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $28,427 | $46,732-39.2% | $156,549-81.8% | $55,167-48.5% |
| Participation rate | 95.7% | 65.8%+29.9pp | 84.0%+11.6pp | 69.0%+26.7pp |
| Annual return | -2.54% | 17.72%-20.3pp | 32.23%-34.8pp | 169.23%-171.8pp |
| Employer contribution / active EE | $909 | $2,105-56.8% | $5,501-83.5% | $1,963-53.7% |
| Participant deferral / active EE | $2,258 | $2,204+2.5% | $4,871-53.6% | $3,054-26.1% |
| Admin fee / account holder | $282 | $418-32.5% | $13,027-97.8% | $504-44.0% |