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 | $3,853 |
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 | $56,842 | $55,416+2.6% | $75,972-25.2% | $77,643-26.8% |
| Participation rate | 50.0% | 63.6%-13.6pp | 69.1%-19.1pp | 70.6%-20.6pp |
| Annual return | 18.18% | 17.07%+1.1pp | 359.55%-341.4pp | 31.24%-13.1pp |
| Employer contribution / active EE | $1,346 | $1,788-24.7% | $2,685-49.9% | $2,726-50.6% |
| Participant deferral / active EE | $2,968 | $3,447-13.9% | $4,255-30.2% | $4,647-36.1% |
| Admin fee / account holder | $218 | $414-47.2% | $6,467-96.6% | $430-49.3% |