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 | $2,342 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $21,252 | $64,909-67.3% | $82,313-74.2% | $62,292-65.9% |
| Participation rate | 83.3% | 74.9%+8.5pp | 76.9%+6.4pp | 69.5%+13.8pp |
| Annual return | 13.05% | 21.18%-8.1pp | 25.88%-12.8pp | 28.90%-15.8pp |
| Employer contribution / active EE | $635 | $1,676-62.1% | $2,428-73.9% | $2,042-68.9% |
| Participant deferral / active EE | $1,474 | $3,103-52.5% | $3,706-60.2% | $3,169-53.5% |
| Admin fee / account holder | $83 | $440-81.1% | $5,608-98.5% | $479-82.7% |