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 | Recordkeeping | $950 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $186,366 | $71,802+159.6% | $133,980+39.1% | $57,658+223.2% |
| Participation rate | 98.7% | 85.5%+13.2pp | 87.1%+11.6pp | 70.2%+28.5pp |
| Annual return | 6.98% | 13.51%-6.5pp | 29.30%-22.3pp | 5.13%+1.8pp |
| Employer contribution / active EE | $27,783 | $3,161+778.8% | $5,211+433.1% | $1,974+1307.6% |
| Participant deferral / active EE | $4,541 | $4,606-1.4% | $6,282-27.7% | $3,061+48.4% |
| Admin fee / account holder | $116 | $88+32.5% | $9,324-98.8% | $95+22.8% |