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 9-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 | $0 |
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 | $38,627 | $54,320-28.9% | $67,652-42.9% | $52,331-26.2% |
| Participation rate | 86.3% | 73.6%+12.7pp | 75.7%+10.6pp | 68.1%+18.2pp |
| Annual return | -1.80% | 6.81%-8.6pp | 6625.04%-6626.8pp | 4.54%-6.3pp |
| Employer contribution / active EE | $1,237 | $1,544-19.8% | $2,266-45.4% | $1,882-34.2% |
| Participant deferral / active EE | $2,146 | $2,950-27.2% | $3,560-39.7% | $3,022-29.0% |
| Admin fee / account holder | $0 | $527-100.0% | $4,821-100.0% | $592-100.0% |