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 3-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 | $2,221 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,979 | $51,045+15.5% | $70,515-16.4% | $71,457-17.5% |
| Participation rate | 75.2% | 59.4%+15.7pp | 68.3%+6.8pp | 67.9%+7.2pp |
| Annual return | 51.38% | 42.63%+8.8pp | 32.77%+18.6pp | 28.85%+22.5pp |
| Employer contribution / active EE | $2,459 | $1,790+37.3% | $2,973-17.3% | $2,588-5.0% |
| Participant deferral / active EE | $5,402 | $3,026+78.5% | $4,567+18.3% | $4,289+26.0% |
| Admin fee / account holder | $374 | $1,994-81.3% | $6,412-94.2% | $1,587-76.5% |