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 RETIREMENT PLAN SERVICES, ET9 · BUFFALO, NY 142010600 | Recordkeeping | $984 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $37,126 | $41,854-11.3% | $73,843-49.7% | $52,331-29.1% |
| Participation rate | 81.6% | 66.2%+15.3pp | 73.4%+8.1pp | 68.1%+13.4pp |
| Annual return | -1.81% | 2.11%-3.9pp | 2267.84%-2269.6pp | 4.54%-6.3pp |
| Employer contribution / active EE | $3,262 | $1,920+69.9% | $2,787+17.0% | $1,882+73.3% |
| Participant deferral / active EE | $3,964 | $2,498+58.7% | $3,583+10.6% | $3,022+31.2% |
| Admin fee / account holder | $22 | $493-95.5% | $4,880-99.5% | $592-96.2% |