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 | $1,513 |
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.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,659 | $61,272-19.0% | $149,673-66.8% | $71,457-30.5% |
| Participation rate | 56.3% | 62.5%-6.3pp | 78.8%-22.5pp | 67.9%-11.7pp |
| Annual return | 17.76% | 35.85%-18.1pp | 134.42%-116.7pp | 28.85%-11.1pp |
| Employer contribution / active EE | $1,618 | $2,378-32.0% | $4,818-66.4% | $2,588-37.5% |
| Participant deferral / active EE | $1,366 | $2,917-53.2% | $5,680-76.0% | $4,289-68.2% |
| Admin fee / account holder | $342 | $1,261-72.9% | $13,210-97.4% | $1,587-78.4% |