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 LIFE INSURANCE CO. NY Service code 15 · EIN 13-3646501 | Recordkeeping | $3,156 |
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 | $42,752 | $43,133-0.9% | $89,391-52.2% | $73,488-41.8% |
| Participation rate | 56.8% | 55.0%+1.8pp | 68.0%-11.2pp | 70.7%-13.9pp |
| Annual return | 12.89% | 135.66%-122.8pp | 245.62%-232.7pp | 28.51%-15.6pp |
| Employer contribution / active EE | $1,756 | $1,438+22.1% | $2,586-32.1% | $2,270-22.6% |
| Participant deferral / active EE | $3,064 | $2,445+25.3% | $3,890-21.2% | $3,740-18.1% |
| Admin fee / account holder | $50 | $444-88.7% | $4,881-99.0% | $513-90.2% |