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 | $712 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $96,300 | $99,957-3.7% | $149,696-35.7% | $73,488+31.0% |
| Participation rate | 89.5% | 75.7%+13.8pp | 82.5%+7.0pp | 70.7%+18.8pp |
| Annual return | 6.45% | 53.87%-47.4pp | 276.60%-270.2pp | 28.51%-22.1pp |
| Employer contribution / active EE | $8,508 | $3,191+166.6% | $4,644+83.2% | $2,270+274.8% |
| Participant deferral / active EE | $7,962 | $6,073+31.1% | $6,842+16.4% | $3,740+112.9% |
| Admin fee / account holder | $3 | $551-99.4% | $9,309-100.0% | $513-99.3% |