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 | $1,098 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $39,159 | $41,078-4.7% | $80,569-51.4% | $71,457-45.2% |
| Participation rate | 49.2% | 50.2%-1.0pp | 67.0%-17.8pp | 67.9%-18.7pp |
| Annual return | 22.05% | 38.45%-16.4pp | 935.43%-913.4pp | 28.85%-6.8pp |
| Employer contribution / active EE | $1,551 | $1,506+3.0% | $2,723-43.1% | $2,588-40.1% |
| Participant deferral / active EE | $3,465 | $2,699+28.4% | $4,447-22.1% | $4,289-19.2% |
| Admin fee / account holder | $16 | $1,840-99.2% | $5,377-99.7% | $1,587-99.0% |