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 | $475 |
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 | $15,620 | $51,045-69.4% | $70,515-77.8% | $71,457-78.1% |
| Participation rate | 91.0% | 59.4%+31.6pp | 68.3%+22.6pp | 67.9%+23.1pp |
| Annual return | 18.63% | 42.63%-24.0pp | 32.77%-14.1pp | 28.85%-10.2pp |
| Employer contribution / active EE | $1,778 | $1,790-0.7% | $2,973-40.2% | $2,588-31.3% |
| Participant deferral / active EE | $3,343 | $3,026+10.4% | $4,567-26.8% | $4,289-22.1% |
| Admin fee / account holder | $88 | $1,994-95.6% | $6,412-98.6% | $1,587-94.5% |