See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK NEW YORK Service code 15 · EIN 13-3646501 | Recordkeeping | $1,526 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,582 | $82,978+41.7% | $129,995-9.5% | $71,457+64.5% |
| Participation rate | 100.0% | 74.1%+25.9pp | 78.5%+21.5pp | 67.9%+32.1pp |
| Annual return | 14.20% | 20.60%-6.4pp | -137.18%+151.4pp | 28.85%-14.7pp |
| Employer contribution / active EE | $2,763 | $2,622+5.4% | $4,320-36.0% | $2,588+6.8% |
| Participant deferral / active EE | $6,499 | $4,432+46.6% | $5,820+11.7% | $4,289+51.5% |
| Admin fee / account holder | $473 | $1,729-72.6% | $10,614-95.5% | $1,587-70.2% |