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 | $424 |
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 | $43,033 | $40,174+7.1% | $84,015-48.8% | $67,579-36.3% |
| Participation rate | 54.0% | 62.7%-8.7pp | 69.0%-15.1pp | 71.3%-17.3pp |
| Annual return | 19.17% | 25.82%-6.7pp | 71.31%-52.1pp | 378.56%-359.4pp |
| Employer contribution / active EE | $676 | $808-16.3% | $1,983-65.9% | $2,148-68.5% |
| Participant deferral / active EE | $2,195 | $2,301-4.6% | $3,239-32.2% | $3,539-38.0% |
| Admin fee / account holder | $2 | $128-98.3% | $6,101-100.0% | $142-98.5% |