See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 4-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK NEW YORK Service code 15 · EIN 13-3646501 | Recordkeeping | $4,412 |
Filed as: WILSHIRE ASSOCOCIATES INC NY Service code 26 | Advisory (Participants) | $1,675 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,344 | $73,360-46.4% | $177,989-77.9% | $74,495-47.2% |
| Participation rate | 99.1% | 66.6%+32.5pp | 77.1%+22.1pp | 67.2%+31.9pp |
| Annual return | 11.10% | 17.49%-6.4pp | 294.48%-283.4pp | 1364.94%-1353.8pp |
| Employer contribution / active EE | $2,223 | $2,216+0.3% | $3,949-43.7% | $2,623-15.3% |
| Participant deferral / active EE | $2,889 | $4,513-36.0% | $6,276-54.0% | $4,346-33.5% |
| Admin fee / account holder | $210 | $1,808-88.4% | $10,363-98.0% | $1,942-89.2% |