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 |
|---|---|---|
JOHN HANCOCK LIFE INSURANCE COMPANY10+ years Filed as: JOHN HANCOCK LIFE INS CO OF NY Service code 15 · EIN 13-3646501 | Recordkeeping | $4,580 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $196,281 | $62,127+215.9% | $81,382+141.2% | $74,495+163.5% |
| Participation rate | 86.3% | 64.0%+22.2pp | 69.5%+16.8pp | 67.2%+19.0pp |
| Annual return | 14.09% | 16.48%-2.4pp | 24.73%-10.6pp | 1364.94%-1350.9pp |
| Employer contribution / active EE | $4,686 | $1,882+149.0% | $2,463+90.3% | $2,623+78.7% |
| Participant deferral / active EE | $10,489 | $3,229+224.8% | $3,883+170.1% | $4,346+141.4% |
| Admin fee / account holder | $609 | $1,934-68.5% | $5,768-89.5% | $1,942-68.7% |