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 (NEW YORK) Service code 15 · EIN 13-3646501 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $838 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $51,562 | $59,535-13.4% | $90,160-42.8% | $62,292-17.2% |
| Participation rate | 79.3% | 73.0%+6.3pp | 76.9%+2.4pp | 69.5%+9.8pp |
| Annual return | 13.24% | 23.53%-10.3pp | 34.88%-21.6pp | 28.90%-15.7pp |
| Employer contribution / active EE | $1,546 | $1,826-15.3% | $3,318-53.4% | $2,042-24.3% |
| Participant deferral / active EE | $6,561 | $4,639+41.4% | $5,288+24.1% | $3,169+107.0% |
| Admin fee / account holder | $0 | $337-100.0% | $5,943-100.0% | $479-100.0% |