See peer percentile detail. $4.99 for your first month.
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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 | $467 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $73,622 | $63,764+15.5% | $81,930-10.1% | $79,858-7.8% |
| Participation rate | 57.7% | 67.5%-9.8pp | 72.0%-14.2pp | 69.6%-11.9pp |
| Annual return | 16.17% | 22.66%-6.5pp | 29.49%-13.3pp | 31.71%-15.5pp |
| Employer contribution / active EE | $928 | $1,795-48.3% | $4,310-78.5% | $2,471-62.4% |
| Participant deferral / active EE | $4,727 | $2,780+70.0% | $7,107-33.5% | $3,740+26.4% |
| Admin fee / account holder | $604 | $4,426-86.3% | $5,158-88.3% | $5,306-88.6% |