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 | $1,616 |
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 | $55,822 | $49,915+11.8% | $154,803-63.9% | $74,304-24.9% |
| Participation rate | 65.1% | 54.0%+11.1pp | 78.1%-13.0pp | 60.3%+4.7pp |
| Annual return | 15.20% | 34.06%-18.9pp | 58.88%-43.7pp | 29.43%-14.2pp |
| Employer contribution / active EE | $1,924 | $1,611+19.4% | $4,305-55.3% | $2,241-14.1% |
| Participant deferral / active EE | $1,793 | $2,255-20.5% | $5,540-67.6% | $3,767-52.4% |
| Admin fee / account holder | $385 | $2,189-82.4% | $14,329-97.3% | $2,969-87.0% |