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 9-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 | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,480 | $89,739-77.2% | $149,718-86.3% | $62,292-67.1% |
| Participation rate | 81.8% | 85.1%-3.3pp | 87.1%-5.3pp | 69.5%+12.2pp |
| Annual return | 30.07% | 21.01%+9.1pp | 1501.63%-1471.6pp | 28.90%+1.2pp |
| Employer contribution / active EE | $2,162 | $3,233-33.1% | $5,445-60.3% | $2,042+5.9% |
| Participant deferral / active EE | $5,676 | $4,797+18.3% | $6,569-13.6% | $3,169+79.1% |
| Admin fee / account holder | $8 | $551-98.5% | $11,283-99.9% | $479-98.3% |