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 NEW YORK Service code 15 · EIN 13-3646501 | Recordkeeping | $262 |
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 | $48,609 | $39,245+23.9% | $64,105-24.2% | $52,331-7.1% |
| Participation rate | 62.1% | 58.2%+3.9pp | 68.2%-6.1pp | 68.1%-6.0pp |
| Annual return | -1.80% | 14.79%-16.6pp | 791.24%-793.0pp | 4.54%-6.3pp |
| Employer contribution / active EE | $640 | $736-13.1% | $1,820-64.8% | $1,882-66.0% |
| Participant deferral / active EE | $1,620 | $1,992-18.7% | $2,822-42.6% | $3,022-46.4% |
| Admin fee / account holder | $3 | $592-99.5% | $4,499-99.9% | $592-99.5% |