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 LIFE INS COMPANY OF NY Service code 15 · EIN 13-3646501 | Recordkeeping | $106 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $9,670 | $54,701-82.3% | $86,188-88.8% | $71,457-86.5% |
| Participation rate | 78.5% | 60.1%+18.4pp | 69.0%+9.6pp | 67.9%+10.6pp |
| Annual return | 16.35% | 20.06%-3.7pp | 1168.45%-1152.1pp | 28.85%-12.5pp |
| Employer contribution / active EE | $350 | $1,265-72.3% | $2,380-85.3% | $2,588-86.5% |
| Participant deferral / active EE | $484 | $3,108-84.4% | $3,985-87.9% | $4,289-88.7% |
| Admin fee / account holder | $61 | $1,922-96.8% | $6,852-99.1% | $1,587-96.2% |