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 SRVS Service code 15 · EIN 01-0233346 | Recordkeeping | $14,011 |
CITRIN COOPERMAN2 years Filed as: CITRIN COOPERMAN & COMPANY, LLP Service code 10 · EIN 22-2428965 | Accounting | $7,228 |
Filed as: NEW YORK LIFE INSURANCE COMPANY Service code 27 1 HORSESHOE COURT · MONROE, NJ 08831 | 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 | $82,313 | $74,552+10.4% | $62,995+30.7% | $69,631+18.2% |
| Participation rate | 97.9% | 78.3%+19.6pp | 74.8%+23.1pp | 70.7%+27.2pp |
| Annual return | 16.65% | 15.77%+0.9pp | 87.57%-70.9pp | 27571.02%-27554.4pp |
| Employer contribution / active EE | $3,520 | $2,929+20.2% | $2,759+27.6% | $2,032+73.2% |
| Participant deferral / active EE | $5,391 | $2,974+81.2% | $3,329+61.9% | $3,224+67.2% |
| Admin fee / account holder | $44 | $59-26.4% | $3,600-98.8% | $110-60.4% |