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 | $6,138 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,560 | $59,417-16.6% | $93,606-47.1% | $74,495-33.5% |
| Participation rate | 92.2% | 59.7%+32.5pp | 68.7%+23.5pp | 67.2%+25.0pp |
| Annual return | 15.20% | 81.83%-66.6pp | 133.20%-118.0pp | 1364.94%-1349.7pp |
| Employer contribution / active EE | $1,849 | $1,264+46.3% | $2,420-23.6% | $2,623-29.5% |
| Participant deferral / active EE | $4,662 | $3,050+52.9% | $4,411+5.7% | $4,346+7.3% |
| Admin fee / account holder | $281 | $3,021-90.7% | $8,285-96.6% | $1,942-85.5% |