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 | $1,063 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,816 | $95,416-47.8% | $185,823-73.2% | $85,850-42.0% |
| Participation rate | 73.5% | 68.8%+4.7pp | 81.7%-8.2pp | 69.3%+4.2pp |
| Annual return | 15.22% | 23.59%-8.4pp | 122.05%-106.8pp | 318.53%-303.3pp |
| Employer contribution / active EE | $1,759 | $3,314-46.9% | $5,167-66.0% | $2,565-31.4% |
| Participant deferral / active EE | $1,533 | $3,423-55.2% | $5,568-72.5% | $3,952-61.2% |
| Admin fee / account holder | $335 | $7,213-95.3% | $16,237-97.9% | $6,260-94.6% |