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 |
|---|---|---|
INVESTMENT ADVISORY1 year Service code 26 | Advisory (Participants) | $9,858 |
Filed as: JOHN HANCOCK NEW YORK Service code 15 · EIN 13-3646501 | Recordkeeping | $962 |
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 | $71,305 | $66,310+7.5% | $93,606-23.8% | $65,185+9.4% |
| Participation rate | 75.3% | 74.0%+1.4pp | 75.8%-0.5pp | 70.2%+5.1pp |
| Annual return | 18.54% | 42.58%-24.0pp | 32.76%-14.2pp | 29.38%-10.8pp |
| Employer contribution / active EE | $1,792 | $2,012-10.9% | $2,718-34.1% | $2,177-17.7% |
| Participant deferral / active EE | $2,991 | $3,342-10.5% | $4,069-26.5% | $3,514-14.9% |
| Admin fee / account holder | $191 | $6,897-97.2% | $7,888-97.6% | $847-77.5% |