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 |
|---|---|---|
Filed as: JOHN HANCOCK LIFE INS CO OF NY Service code 15 · EIN 13-3646501 | Recordkeeping | $802 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,812 | $89,652+5.8% | $141,162-32.8% | $65,185+45.5% |
| Participation rate | 81.8% | 74.7%+7.0pp | 82.5%-0.7pp | 70.2%+11.6pp |
| Annual return | 20.60% | 32.79%-12.2pp | 71.39%-50.8pp | 29.38%-8.8pp |
| Employer contribution / active EE | $3,345 | $3,065+9.1% | $4,735-29.4% | $2,177+53.7% |
| Participant deferral / active EE | $7,808 | $5,691+37.2% | $6,709+16.4% | $3,514+122.2% |
| Admin fee / account holder | $4 | $569-99.3% | $10,261-100.0% | $847-99.5% |