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 NEW YORK Service code 15 · EIN 13-3646501 | Recordkeeping | $2,290 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,822 | $99,078-51.7% | $96,544-50.5% | $74,419-35.7% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.0%+24.0pp | 70.7%+29.3pp |
| Annual return | -0.67% | 22.48%-23.2pp | 25.84%-26.5pp | 34.38%-35.0pp |
| Employer contribution / active EE | $2,529 | $2,570-1.6% | $2,965-14.7% | $2,637-4.1% |
| Participant deferral / active EE | $3,510 | $4,933-28.9% | $4,851-27.6% | $4,528-22.5% |
| Admin fee / account holder | $228 | $225+1.5% | $8,252-97.2% | $348-34.5% |