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 | $968 |
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 | $213,448 | $81,537+161.8% | $149,718+42.6% | $69,631+206.5% |
| Participation rate | 96.5% | 86.1%+10.4pp | 87.1%+9.4pp | 70.7%+25.8pp |
| Annual return | 17.24% | 22.79%-5.5pp | 1501.63%-1484.4pp | 27571.02%-27553.8pp |
| Employer contribution / active EE | $22,685 | $3,239+600.4% | $5,445+316.6% | $2,032+1016.3% |
| Participant deferral / active EE | $5,853 | $4,994+17.2% | $6,569-10.9% | $3,224+81.6% |
| Admin fee / account holder | $103 | $107-4.1% | $11,283-99.1% | $110-7.2% |