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 | $5,801 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,057 | $76,050-55.2% | $96,544-64.7% | $71,457-52.3% |
| Participation rate | 94.2% | 74.4%+19.8pp | 76.0%+18.3pp | 67.9%+26.3pp |
| Annual return | 12.98% | 22.81%-9.8pp | 25.84%-12.9pp | 28.85%-15.9pp |
| Employer contribution / active EE | $1,170 | $2,244-47.9% | $2,965-60.5% | $2,588-54.8% |
| Participant deferral / active EE | $2,607 | $4,215-38.1% | $4,851-46.3% | $4,289-39.2% |
| Admin fee / account holder | $298 | $2,707-89.0% | $8,252-96.4% | $1,587-81.2% |