Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 | $6,138 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,560 | $59,402-16.6% | $93,654-47.1% | $74,546-33.5% |
| Participation rate | 92.2% | 59.7%+32.5pp | 68.7%+23.5pp | 67.2%+25.0pp |
| Annual return | 15.20% | 81.86%-66.7pp | 133.34%-118.1pp | 1366.03%-1350.8pp |
| Employer contribution / active EE | $1,849 | $1,265+46.2% | $2,421-23.6% | $2,624-29.6% |
| Participant deferral / active EE | $4,662 | $3,049+52.9% | $4,413+5.7% | $4,347+7.2% |
| Admin fee / account holder | $281 | $3,023-90.7% | $8,282-96.6% | $1,944-85.6% |