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 10-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 |
|---|---|---|
JOHN HANCOCK LIFE INSURANCE COMPANY10+ years Filed as: JOHN HANCOCK RETIREMENT PLAN SRVS Service code 15 · EIN 01-0233346 | Recordkeeping | $11,015 |
Filed as: NEW YORK LIFE INSURANCE COMPANY Service code 27 1 HORSESHOE COURT · MONOROE, NJ 08831 | Advisory (Plan) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $157,758 | $91,762+71.9% | $67,502+133.7% | $77,643+103.2% |
| Participation rate | 98.3% | 75.9%+22.4pp | 72.9%+25.4pp | 70.6%+27.7pp |
| Annual return | 15.15% | 14.87%+0.3pp | 3512.12%-3497.0pp | 31.24%-16.1pp |
| Employer contribution / active EE | $5,197 | $3,181+63.4% | $2,731+90.3% | $2,726+90.6% |
| Participant deferral / active EE | $9,335 | $3,903+139.1% | $4,000+133.4% | $4,647+100.9% |
| Admin fee / account holder | $24 | $176-86.2% | $3,998-99.4% | $430-94.3% |