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 LIFE INSURANCE CO. NY Service code 15 · EIN 13-3646501 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $270 |
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 | $59,568 | $70,002-14.9% | $115,037-48.2% | $52,331+13.8% |
| Participation rate | 58.5% | 72.1%-13.7pp | 81.4%-22.9pp | 68.1%-9.7pp |
| Annual return | 0.61% | 4.04%-3.4pp | 26.14%-25.5pp | 4.54%-3.9pp |
| Employer contribution / active EE | $598 | $2,715-78.0% | $4,608-87.0% | $1,882-68.2% |
| Participant deferral / active EE | $3,513 | $4,920-28.6% | $6,026-41.7% | $3,022+16.2% |
| Admin fee / account holder | $16 | $566-97.1% | $8,175-99.8% | $592-97.2% |