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 | $140 |
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 | $14,850 | $70,908-79.1% | $98,907-85.0% | $73,488-79.8% |
| Participation rate | 72.2% | 73.8%-1.5pp | 76.0%-3.8pp | 70.7%+1.5pp |
| Annual return | 14.33% | 34.17%-19.8pp | 196.43%-182.1pp | 28.51%-14.2pp |
| Employer contribution / active EE | $1,612 | $2,036-20.8% | $2,689-40.0% | $2,270-29.0% |
| Participant deferral / active EE | $2,176 | $3,500-37.8% | $4,244-48.7% | $3,740-41.8% |
| Admin fee / account holder | $204 | $535-61.9% | $6,642-96.9% | $513-60.2% |