See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 4-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK NEW YORK Service code 15 · EIN 13-3646501 | Recordkeeping | $4,029 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,276 | $69,010-24.2% | $159,960-67.3% | $68,494-23.7% |
| Participation rate | 100.0% | 65.4%+34.6pp | 78.0%+22.0pp | 67.9%+32.1pp |
| Annual return | -9.82% | -9.65%-0.2pp | 408.60%-418.4pp | -7.84%-2.0pp |
| Employer contribution / active EE | $2,508 | $2,213+13.3% | $4,226-40.7% | $2,596-3.4% |
| Participant deferral / active EE | $4,123 | $4,212-2.1% | $6,182-33.3% | $4,027+2.4% |
| Admin fee / account holder | $306 | $4,798-93.6% | $8,698-96.5% | $5,403-94.3% |