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 6-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 | $418 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,789 | $47,126-60.1% | $149,673-87.4% | $74,419-74.8% |
| Participation rate | 22.9% | 63.4%-40.5pp | 78.8%-55.8pp | 70.7%-47.8pp |
| Annual return | 54.21% | 22.75%+31.5pp | 134.42%-80.2pp | 34.38%+19.8pp |
| Employer contribution / active EE | $853 | $1,905-55.2% | $4,818-82.3% | $2,637-67.7% |
| Participant deferral / active EE | $1,528 | $2,728-44.0% | $5,680-73.1% | $4,528-66.3% |
| Admin fee / account holder | $135 | $343-60.6% | $13,210-99.0% | $348-61.1% |