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 | $0 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $13,916 | $61,156-77.2% | $185,823-92.5% | $79,386-82.5% |
| Participation rate | 94.2% | 66.6%+27.5pp | 81.7%+12.5pp | 70.7%+23.5pp |
| Annual return | 7.24% | 19.45%-12.2pp | 122.05%-114.8pp | 116.85%-109.6pp |
| Employer contribution / active EE | $1,223 | $2,321-47.3% | $5,167-76.3% | $2,427-49.6% |
| Participant deferral / active EE | $1,006 | $2,789-63.9% | $5,568-81.9% | $4,046-75.1% |
| Admin fee / account holder | $217 | $710-69.4% | $16,237-98.7% | $626-65.3% |