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 ADVISORY4 years Service code 26 | Advisory (Participants) | $24,155 |
Filed as: JOHN HANCOCK NEW YORK Service code 15 · EIN 13-3646501 | Recordkeeping | $1,070 |
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 | $81,263 | $72,607+11.9% | $90,749-10.5% | $66,914+21.4% |
| Participation rate | 63.8% | 73.7%-9.8pp | 75.7%-11.8pp | 69.8%-6.0pp |
| Annual return | -15.58% | -12.28%-3.3pp | -12.16%-3.4pp | 1.58%-17.2pp |
| Employer contribution / active EE | $1,711 | $2,369-27.8% | $2,921-41.4% | $2,544-32.7% |
| Participant deferral / active EE | $3,070 | $3,977-22.8% | $4,564-32.7% | $4,237-27.5% |
| Admin fee / account holder | $390 | $707-44.9% | $8,445-95.4% | $593-34.3% |