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 7-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 NEW YORK Service code 15 · EIN 13-3646501 | Recordkeeping | $275 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,260 | $60,776-65.0% | $85,682-75.2% | $79,386-73.2% |
| Participation rate | 44.0% | 62.1%-18.1pp | 69.9%-25.8pp | 70.7%-26.7pp |
| Annual return | 14.49% | 16.57%-2.1pp | 21.49%-7.0pp | 116.85%-102.4pp |
| Employer contribution / active EE | $0 | $1,663-100.0% | $2,618-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $2,606 | $2,919-10.7% | $3,923-33.6% | $4,046-35.6% |
| Admin fee / account holder | $125 | $438-71.4% | $6,873-98.2% | $626-80.0% |