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 NEW YORK Service code 15 · EIN 13-3646501 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $814 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $9,462 | $46,732-79.8% | $156,549-94.0% | $55,167-82.8% |
| Participation rate | 97.7% | 65.8%+31.9pp | 84.0%+13.7pp | 69.0%+28.7pp |
| Annual return | 4.24% | 17.72%-13.5pp | 32.23%-28.0pp | 169.23%-165.0pp |
| Employer contribution / active EE | $1,083 | $2,105-48.6% | $5,501-80.3% | $1,963-44.8% |
| Participant deferral / active EE | $783 | $2,204-64.5% | $4,871-83.9% | $3,054-74.4% |
| Admin fee / account holder | $148 | $418-64.5% | $13,027-98.9% | $504-70.5% |