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 | $23,480 |
CITRIN COOPERMAN4 years Filed as: CITRIN COOPERMAN & COMPANY, LLP Service code 10 · EIN 22-2428965 | Accounting | $18,700 |
Filed as: NEW YORK LIFE INSURANCE COMPANY Service code 27 1 HORSESHOE COURT · MONOROE, 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 | $96,665 | $95,542+1.2% | $69,455+39.2% | $67,579+43.0% |
| Participation rate | 99.2% | 79.4%+19.9pp | 74.6%+24.6pp | 71.3%+27.9pp |
| Annual return | 21.49% | 17.67%+3.8pp | 28.97%-7.5pp | 378.56%-357.1pp |
| Employer contribution / active EE | $3,778 | $2,989+26.4% | $2,779+35.9% | $2,148+75.9% |
| Participant deferral / active EE | $5,933 | $3,263+81.8% | $3,535+67.8% | $3,539+67.6% |
| Admin fee / account holder | $84 | $90-6.4% | $3,839-97.8% | $142-40.9% |