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 | $648 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $26,324 | $37,393-29.6% | $77,024-65.8% | $66,914-60.7% |
| Participation rate | 48.0% | 52.9%-4.9pp | 67.9%-19.9pp | 69.8%-21.8pp |
| Annual return | -20.46% | -3.29%-17.2pp | 42.32%-62.8pp | 1.58%-22.0pp |
| Employer contribution / active EE | $1,435 | $1,531-6.3% | $2,812-49.0% | $2,544-43.6% |
| Participant deferral / active EE | $3,298 | $2,617+26.0% | $4,426-25.5% | $4,237-22.2% |
| Admin fee / account holder | $18 | $567-96.8% | $5,425-99.7% | $593-97.0% |