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 | $2,770 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $161,234 | $50,199+221.2% | $70,092+130.0% | $66,914+141.0% |
| Participation rate | 90.8% | 66.3%+24.5pp | 70.5%+20.4pp | 69.8%+21.0pp |
| Annual return | -6.75% | -13.85%+7.1pp | 190.73%-197.5pp | 1.58%-8.3pp |
| Employer contribution / active EE | $4,384 | $1,864+135.2% | $2,559+71.4% | $2,544+72.3% |
| Participant deferral / active EE | $9,525 | $3,112+206.1% | $3,849+147.5% | $4,237+124.8% |
| Admin fee / account holder | $497 | $600-17.1% | $6,267-92.1% | $593-16.2% |