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 SERVIC Service code 15 · EIN 45-3008106 | Recordkeeping | $58,110 |
Filed as: NYLIFE SECURITIES LLC Service code 27 · EIN 27-0145686 | Advisory (Plan) | $0 |
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 | $112,806 | $79,523+41.9% | $140,016-19.4% | $56,287+100.4% |
| Participation rate | 93.0% | 85.7%+7.3pp | 87.5%+5.5pp | 69.9%+23.1pp |
| Annual return | -4.37% | 2.39%-6.8pp | 651.12%-655.5pp | -9.96%+5.6pp |
| Employer contribution / active EE | $3,278 | $3,350-2.2% | $5,606-41.5% | $2,111+55.3% |
| Participant deferral / active EE | $8,048 | $5,129+56.9% | $6,927+16.2% | $3,350+140.3% |
| Admin fee / account holder | $243 | $614-60.4% | $10,705-97.7% | $521-53.3% |