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 | $2,385 |
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 | $23,649 | $65,376-63.8% | $87,100-72.8% | $65,185-63.7% |
| Participation rate | 88.5% | 75.3%+13.2pp | 76.9%+11.7pp | 70.2%+18.3pp |
| Annual return | 17.96% | 31.27%-13.3pp | 28.19%-10.2pp | 29.38%-11.4pp |
| Employer contribution / active EE | $745 | $1,822-59.1% | $2,521-70.5% | $2,177-65.8% |
| Participant deferral / active EE | $1,795 | $3,388-47.0% | $4,049-55.7% | $3,514-48.9% |
| Admin fee / account holder | $11 | $520-98.0% | $7,497-99.9% | $847-98.8% |