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 5-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 | $7,565 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,171 | $90,348-17.9% | $75,972-2.4% | $145,922-49.2% |
| Participation rate | 91.7% | 74.5%+17.2pp | 69.1%+22.6pp | 80.3%+11.4pp |
| Annual return | 5.02% | 620.88%-615.9pp | 359.55%-354.5pp | 561.29%-556.3pp |
| Employer contribution / active EE | $13,324 | $3,311+302.4% | $2,685+396.3% | $4,660+185.9% |
| Participant deferral / active EE | $5,927 | $5,162+14.8% | $4,255+39.3% | $6,688-11.4% |
| Admin fee / account holder | $2,091 | $8,467-75.3% | $6,467-67.7% | $13,397-84.4% |