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 | $24 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $81,766 | $75,183+8.8% | $123,892-34.0% | $55,167+48.2% |
| Participation rate | 66.8% | 72.8%-6.0pp | 81.4%-14.6pp | 69.0%-2.2pp |
| Annual return | 6.30% | 19.01%-12.7pp | 47.52%-41.2pp | 169.23%-162.9pp |
| Employer contribution / active EE | $467 | $2,823-83.5% | $4,617-89.9% | $1,963-76.2% |
| Participant deferral / active EE | $4,848 | $5,084-4.7% | $5,984-19.0% | $3,054+58.7% |
| Admin fee / account holder | $5 | $663-99.2% | $8,357-99.9% | $504-98.9% |