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 | $1,718 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $102,796 | $81,474+26.2% | $133,956-23.3% | $73,488+39.9% |
| Participation rate | 100.0% | 76.4%+23.6pp | 79.8%+20.2pp | 70.7%+29.3pp |
| Annual return | 13.31% | 19.40%-6.1pp | 45.09%-31.8pp | 28.51%-15.2pp |
| Employer contribution / active EE | $2,379 | $2,209+7.7% | $3,919-39.3% | $2,270+4.8% |
| Participant deferral / active EE | $4,788 | $3,786+26.5% | $5,048-5.1% | $3,740+28.0% |
| Admin fee / account holder | $409 | $713-42.7% | $8,927-95.4% | $513-20.3% |