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 8-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 | $219 |
Filed as: WILSHIRE ASSOCIATES INC (NY) Service code 26 · EIN 95-2755361 | Advisory (Participants) | $166 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,728 | $59,159-85.2% | $159,960-94.5% | $66,914-87.0% |
| Participation rate | 50.6% | 68.1%-17.5pp | 78.0%-27.3pp | 69.8%-19.2pp |
| Annual return | -16.71% | -12.26%-4.4pp | 408.60%-425.3pp | 1.58%-18.3pp |
| Employer contribution / active EE | $1,944 | $1,983-2.0% | $4,226-54.0% | $2,544-23.6% |
| Participant deferral / active EE | $2,872 | $4,395-34.6% | $6,182-53.5% | $4,237-32.2% |
| Admin fee / account holder | $118 | $591-80.0% | $8,698-98.6% | $593-80.1% |