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 LIFE INS CO OF NY Service code 15 · EIN 13-3646501 | Recordkeeping | $972 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $41,711 | $58,879-29.2% | $178,490-76.6% | $73,488-43.2% |
| Participation rate | 76.5% | 66.2%+10.2pp | 81.9%-5.5pp | 70.7%+5.8pp |
| Annual return | 15.28% | 24.86%-9.6pp | 151.07%-135.8pp | 28.51%-13.2pp |
| Employer contribution / active EE | $1,667 | $2,236-25.5% | $5,011-66.7% | $2,270-26.6% |
| Participant deferral / active EE | $1,537 | $2,567-40.1% | $5,202-70.4% | $3,740-58.9% |
| Admin fee / account holder | $311 | $400-22.3% | $13,984-97.8% | $513-39.3% |