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 | $3,746 |
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 | $42,212 | $88,982-52.6% | $102,438-58.8% | $77,671-45.7% |
| Participation rate | 70.3% | 80.9%-10.6pp | 76.5%-6.2pp | 70.6%-0.3pp |
| Annual return | 16.03% | 25.01%-9.0pp | 29.37%-13.3pp | 31.21%-15.2pp |
| Employer contribution / active EE | $1,073 | $2,698-60.2% | $3,024-64.5% | $2,726-60.6% |
| Participant deferral / active EE | $2,741 | $5,144-46.7% | $5,054-45.8% | $4,648-41.0% |
| Admin fee / account holder | $213 | $236-9.6% | $9,448-97.7% | $430-50.5% |