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 | $72 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $10,993 | $58,083-81.1% | $80,019-86.3% | $56,287-80.5% |
| Participation rate | 81.0% | 73.6%+7.4pp | 75.8%+5.2pp | 69.9%+11.2pp |
| Annual return | -2.02% | 34.61%-36.6pp | 11.22%-13.2pp | -9.96%+7.9pp |
| Employer contribution / active EE | $1,889 | $1,932-2.3% | $2,468-23.5% | $2,111-10.5% |
| Participant deferral / active EE | $1,899 | $3,135-39.4% | $3,686-48.5% | $3,350-43.3% |
| Admin fee / account holder | $130 | $623-79.1% | $6,521-98.0% | $521-75.0% |