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 | $2,834 |
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 | $77,329 | $71,192+8.6% | $117,854-34.4% | $62,292+24.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 16.17% | 18.66%-2.5pp | 335.08%-318.9pp | 28.90%-12.7pp |
| Employer contribution / active EE | $2,327 | $1,934+20.4% | $3,786-38.5% | $2,042+14.0% |
| Participant deferral / active EE | $4,165 | $3,189+30.6% | $4,482-7.1% | $3,169+31.4% |
| Admin fee / account holder | $0 | $587-100.0% | $8,020-100.0% | $479-100.0% |