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 RETIREMENT PLAN SERV Service code 15 · EIN 01-0233346 | Recordkeeping | $22,783 |
Filed as: NEW YORK LIFE INVESTMENT MANAGEMENT Service code 22 · EIN 52-2206685 | Insurance Broker | $3,522 |
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 | $133,019 | $51,466+158.5% | $78,778+68.9% | $62,292+113.5% |
| Participation rate | 81.1% | 59.8%+21.3pp | 69.2%+11.9pp | 69.5%+11.6pp |
| Annual return | 13.10% | 19.96%-6.9pp | 35.62%-22.5pp | 28.90%-15.8pp |
| Employer contribution / active EE | $8,703 | $827+952.0% | $1,986+338.3% | $2,042+326.2% |
| Participant deferral / active EE | $2,809 | $2,147+30.8% | $2,958-5.0% | $3,169-11.3% |
| Admin fee / account holder | $227 | $489-53.7% | $5,134-95.6% | $479-52.7% |