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 | $1,263 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $45,199 | $73,867-38.8% | $143,757-68.6% | $68,494-34.0% |
| Participation rate | 67.7% | 66.7%+1.1pp | 80.3%-12.6pp | 67.9%-0.1pp |
| Annual return | -16.82% | 1.01%-17.8pp | -0.04%-16.8pp | -7.84%-9.0pp |
| Employer contribution / active EE | $1,806 | $3,184-43.3% | $4,951-63.5% | $2,596-30.4% |
| Participant deferral / active EE | $1,563 | $3,384-53.8% | $5,637-72.3% | $4,027-61.2% |
| Admin fee / account holder | $356 | $5,755-93.8% | $14,673-97.6% | $5,403-93.4% |