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 | $952 |
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.)
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 | $38,923 | $50,815-23.4% | $155,509-75.0% | $77,643-49.9% |
| Participation rate | 16.5% | 63.1%-46.6pp | 78.2%-61.7pp | 70.6%-54.1pp |
| Annual return | 41.24% | 34.80%+6.4pp | 64.67%-23.4pp | 31.24%+10.0pp |
| Employer contribution / active EE | $889 | $1,993-55.4% | $4,672-81.0% | $2,726-67.4% |
| Participant deferral / active EE | $1,501 | $2,822-46.8% | $5,626-73.3% | $4,647-67.7% |
| Admin fee / account holder | $306 | $437-29.9% | $15,912-98.1% | $430-28.9% |