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 | $814 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $37,470 | $204,754-81.7% | $94,224-60.2% | - |
| Participation rate | 36.9% | 62.0%-25.1pp | 78.8%-41.8pp | - |
| Annual return | 2.32% | -1.02%+3.3pp | 10.68%-8.4pp | - |
| Employer contribution / active EE | $1,449 | $1,251+15.9% | $3,587-59.6% | - |
| Participant deferral / active EE | $2,610 | $2,009+29.9% | $4,320-39.6% | - |
| Admin fee / account holder | $81 | $13,693-99.4% | $6,269-98.7% | - |