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 | $874 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $274,488 | $129,021+112.7% | $184,203+49.0% | $77,643+253.5% |
| Participation rate | 98.5% | 87.3%+11.2pp | 86.8%+11.7pp | 70.6%+27.9pp |
| Annual return | 12.91% | 33.27%-20.4pp | 28.81%-15.9pp | 31.24%-18.3pp |
| Employer contribution / active EE | $30,650 | $4,413+594.6% | $6,427+376.9% | $2,726+1024.4% |
| Participant deferral / active EE | $11,034 | $7,297+51.2% | $9,131+20.8% | $4,647+137.4% |
| Admin fee / account holder | $209 | $254-17.7% | $13,901-98.5% | $430-51.4% |