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 | $236 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $200,991 | $130,194+54.4% | $169,993+18.2% | $71,457+181.3% |
| Participation rate | 70.2% | 86.1%-15.9pp | 87.0%-16.8pp | 67.9%+2.3pp |
| Annual return | 17.96% | 20.37%-2.4pp | 53.37%-35.4pp | 28.85%-10.9pp |
| Employer contribution / active EE | $0 | $4,381-100.0% | $6,785-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $7,882 | $6,923+13.9% | $10,408-24.3% | $4,289+83.8% |
| Admin fee / account holder | $404 | $966-58.2% | $12,815-96.8% | $1,587-74.5% |