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 | $3,008 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,922 | $65,435-57.3% | $86,677-67.8% | $66,914-58.3% |
| Participation rate | 91.7% | 75.5%+16.2pp | 76.6%+15.1pp | 69.8%+21.9pp |
| Annual return | -16.09% | -10.89%-5.2pp | 35.91%-52.0pp | 1.58%-17.7pp |
| Employer contribution / active EE | $1,106 | $2,153-48.7% | $2,836-61.0% | $2,544-56.5% |
| Participant deferral / active EE | $2,133 | $4,100-48.0% | $4,656-54.2% | $4,237-49.7% |
| Admin fee / account holder | $57 | $642-91.1% | $7,493-99.2% | $593-90.3% |