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 | $2,864 |
Participant contribution per participant 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 | $27,662 | $73,638-62.4% | $95,952-71.2% | $73,488-62.4% |
| Participation rate | 87.8% | 76.2%+11.6pp | 77.1%+10.7pp | 70.7%+17.1pp |
| Annual return | 12.71% | 16.78%-4.1pp | 91.61%-78.9pp | 28.51%-15.8pp |
| Employer contribution / active EE | $697 | $1,863-62.6% | $2,541-72.6% | $2,270-69.3% |
| Participant deferral / active EE | $1,645 | $3,617-54.5% | $4,167-60.5% | $3,740-56.0% |
| Admin fee / account holder | $57 | $482-88.3% | $6,795-99.2% | $513-89.0% |