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 | $2,462 |
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 | $75,994 | $66,302+14.6% | $110,238-31.1% | $56,287+35.0% |
| Participation rate | 100.0% | 74.9%+25.1pp | 79.8%+20.2pp | 69.9%+30.1pp |
| Annual return | -4.48% | -1.18%-3.3pp | 314.74%-319.2pp | -9.96%+5.5pp |
| Employer contribution / active EE | $2,480 | $2,047+21.1% | $3,826-35.2% | $2,111+17.5% |
| Participant deferral / active EE | $4,610 | $3,381+36.3% | $4,672-1.3% | $3,350+37.6% |
| Admin fee / account holder | $0 | $698-100.0% | $8,547-100.0% | $521-100.0% |