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 |
|---|---|---|
INVESTMENT ADVISORY7 years Service code 26 | Advisory (Participants) | $0 |
Filed as: JOHN HANCOCK NEW YORK Service code 15 · EIN 13-3646501 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $116,231 | $84,556+37.5% | $116,2280% | $74,304+56.4% |
| Participation rate | 66.7% | 66.0%+0.6pp | 74.6%-7.9pp | 60.3%+6.3pp |
| Annual return | 15.92% | 18.35%-2.4pp | 90.06%-74.1pp | 29.43%-13.5pp |
| Employer contribution / active EE | $2,037 | $2,168-6.0% | $2,994-32.0% | $2,241-9.1% |
| Participant deferral / active EE | $3,755 | $3,814-1.6% | $4,953-24.2% | $3,767-0.3% |
| Admin fee / account holder | $458 | $3,792-87.9% | $11,989-96.2% | $2,969-84.6% |