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 NEW YORK Service code 15 · EIN 13-3646501 | Recordkeeping | $2,682 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,800 | $98,727-47.5% | $113,168-54.2% | $85,563-39.5% |
| Participation rate | 98.1% | 80.8%+17.2pp | 76.6%+21.5pp | 66.0%+32.1pp |
| Annual return | 10.27% | 17.43%-7.2pp | 24.27%-14.0pp | 31.51%-21.2pp |
| Employer contribution / active EE | $2,586 | $2,907-11.0% | $2,975-13.1% | $2,654-2.6% |
| Participant deferral / active EE | $3,390 | $5,424-37.5% | $5,107-33.6% | $4,375-22.5% |
| Admin fee / account holder | $209 | $357-41.4% | $12,068-98.3% | $834-74.9% |