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 | $184 |
Annual investment return is in the bottom quintile of the peer cohort.
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,620 | $79,428-81.6% | $106,548-86.3% | $79,386-81.6% |
| Participation rate | 80.6% | 74.1%+6.5pp | 76.1%+4.5pp | 70.7%+9.9pp |
| Annual return | 8.88% | 18.27%-9.4pp | 26.80%-17.9pp | 116.85%-108.0pp |
| Employer contribution / active EE | $1,672 | $2,234-25.2% | $2,819-40.7% | $2,427-31.1% |
| Participant deferral / active EE | $1,836 | $3,823-52.0% | $4,398-58.3% | $4,046-54.6% |
| Admin fee / account holder | $193 | $523-63.0% | $7,407-97.4% | $626-69.1% |