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 | $350 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,089 | $63,442-80.9% | $68,791-82.4% | $66,914-81.9% |
| Participation rate | 93.7% | 60.0%+33.7pp | 69.0%+24.7pp | 69.8%+23.9pp |
| Annual return | -16.40% | -8.29%-8.1pp | -6.38%-10.0pp | 1.58%-18.0pp |
| Employer contribution / active EE | $741 | $1,775-58.2% | $2,655-72.1% | $2,544-70.9% |
| Participant deferral / active EE | $3,633 | $2,945+23.4% | $3,941-7.8% | $4,237-14.2% |
| Admin fee / account holder | $76 | $577-86.8% | $4,932-98.5% | $593-87.1% |