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 LIFE INS CO OF NY Service code 15 · EIN 13-3646501 | Recordkeeping | $1,500 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $162,398 | $54,590+197.5% | $81,930+98.2% | $73,488+121.0% |
| Participation rate | 79.9% | 68.3%+11.6pp | 72.0%+7.9pp | 70.7%+9.2pp |
| Annual return | 14.87% | 17.74%-2.9pp | 29.49%-14.6pp | 28.51%-13.6pp |
| Employer contribution / active EE | $3,865 | $1,636+136.3% | $4,310-10.3% | $2,270+70.3% |
| Participant deferral / active EE | $7,745 | $2,759+180.7% | $7,107+9.0% | $3,740+107.1% |
| Admin fee / account holder | $378 | $592-36.1% | $5,158-92.7% | $513-26.3% |