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 LIFE INS CO OF NY Service code 15 · EIN 13-3646501 | Recordkeeping | $3,958 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,480 | $54,517+14.6% | $75,972-17.8% | $74,495-16.1% |
| Participation rate | 42.6% | 60.3%-17.7pp | 69.1%-26.5pp | 67.2%-24.6pp |
| Annual return | 9.85% | 31.82%-22.0pp | 359.55%-349.7pp | 1364.94%-1355.1pp |
| Employer contribution / active EE | $894 | $1,777-49.7% | $2,685-66.7% | $2,623-65.9% |
| Participant deferral / active EE | $1,872 | $3,066-38.9% | $4,255-56.0% | $4,346-56.9% |
| Admin fee / account holder | $434 | $2,229-80.5% | $6,467-93.3% | $1,942-77.6% |