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 | $3,703 |
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 | $190,015 | $56,423+236.8% | $77,163+146.3% | $71,457+165.9% |
| Participation rate | 88.0% | 64.3%+23.7pp | 69.6%+18.4pp | 67.9%+20.1pp |
| Annual return | 16.34% | 19.05%-2.7pp | 37.87%-21.5pp | 28.85%-12.5pp |
| Employer contribution / active EE | $4,430 | $1,866+137.4% | $2,535+74.7% | $2,588+71.2% |
| Participant deferral / active EE | $10,195 | $3,142+224.5% | $3,833+166.0% | $4,289+137.7% |
| Admin fee / account holder | $542 | $1,429-62.1% | $5,472-90.1% | $1,587-65.9% |