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 LIFE INSURANCE CO. NY Service code 15 · EIN 13-3646501 | Recordkeeping | $990 |
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 | $29,457 | $36,767-19.9% | $81,478-63.8% | $62,292-52.7% |
| Participation rate | 82.3% | 54.4%+27.8pp | 68.0%+14.3pp | 69.5%+12.8pp |
| Annual return | 14.00% | 173.80%-159.8pp | 38.78%-24.8pp | 28.90%-14.9pp |
| Employer contribution / active EE | $2,042 | $1,128+80.9% | $2,568-20.5% | $2,0420% |
| Participant deferral / active EE | $3,528 | $2,111+67.2% | $3,537-0.2% | $3,169+11.3% |
| Admin fee / account holder | $32 | $797-96.0% | $4,561-99.3% | $479-93.4% |