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 LIFE INS. CO. OF NY Service code 15 · EIN 13-3646501 | Recordkeeping | $277 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,755 | $43,504+2.9% | $68,793-34.9% | $56,287-20.5% |
| Participation rate | 53.6% | 67.8%-14.2pp | 72.2%-18.6pp | 69.9%-16.3pp |
| Annual return | -5.06% | -3.15%-1.9pp | -4.63%-0.4pp | -9.96%+4.9pp |
| Employer contribution / active EE | $638 | $1,525-58.2% | $2,625-75.7% | $2,111-69.8% |
| Participant deferral / active EE | $3,550 | $2,509+41.5% | $3,311+7.2% | $3,350+6.0% |
| Admin fee / account holder | $259 | $515-49.8% | $5,131-95.0% | $521-50.3% |