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 | $49,943 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,926 | $84,487+36.0% | $125,339-8.3% | $66,914+71.7% |
| Participation rate | 35.2% | 76.4%-41.2pp | 82.4%-47.2pp | 69.8%-34.6pp |
| Annual return | -14.84% | -8.39%-6.4pp | 572.05%-586.9pp | 1.58%-16.4pp |
| Employer contribution / active EE | $8,241 | $3,553+132.0% | $4,814+71.2% | $2,544+223.9% |
| Participant deferral / active EE | $10,644 | $6,781+57.0% | $7,446+42.9% | $4,237+151.2% |
| Admin fee / account holder | $285 | $685-58.3% | $10,010-97.1% | $593-51.9% |