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 12 · EIN 13-3646501 | Distribution (12b-1) fees; Sub-transf... | $528 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $47,018 | $54,573-13.8% | $90,951-48.3% | $73,488-36.0% |
| Participation rate | 68.4% | 61.2%+7.2pp | 69.0%-0.6pp | 70.7%-2.3pp |
| Annual return | 10.81% | 16.69%-5.9pp | 134.60%-123.8pp | 28.51%-17.7pp |
| Employer contribution / active EE | $879 | $991-11.3% | $2,122-58.6% | $2,270-61.3% |
| Participant deferral / active EE | $2,730 | $2,517+8.4% | $3,373-19.1% | $3,740-27.0% |
| Admin fee / account holder | $3 | $521-99.5% | $5,959-100.0% | $513-99.5% |