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 | $300 |
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 | $19,146 | $55,416-65.4% | $75,972-74.8% | $77,643-75.3% |
| Participation rate | 92.5% | 63.6%+28.9pp | 69.1%+23.4pp | 70.6%+21.9pp |
| Annual return | 11.79% | 17.07%-5.3pp | 359.55%-347.8pp | 31.24%-19.4pp |
| Employer contribution / active EE | $1,604 | $1,788-10.3% | $2,685-40.3% | $2,726-41.1% |
| Participant deferral / active EE | $3,722 | $3,447+8.0% | $4,255-12.5% | $4,647-19.9% |
| Admin fee / account holder | $112 | $414-73.0% | $6,467-98.3% | $430-74.1% |