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 8-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: MERRILL LYNCH - EPS Service code 26 · EIN 13-5674085 150 N COLLEGE ST · CHARLOTTE, NJ 28202 | Advisory (Participants) | $57,903 |
Filed as: MERRILL LYNCH - FAS Service code 26 · EIN 13-5674085 150 N COLLEGE ST · CHARLOTTE, NC 28202 | Advisory (Participants) | $38,602 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO USA Service code 15 · EIN 01-0233346 | Recordkeeping | $1,494 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $319,240 | $77,314+312.9% | $177,989+79.4% | $80,856+294.8% |
| Participation rate | 100.0% | 65.7%+34.3pp | 77.1%+22.9pp | 67.6%+32.4pp |
| Annual return | 13.64% | 18.09%-4.4pp | 294.48%-280.8pp | 35.59%-22.0pp |
| Employer contribution / active EE | $30,947 | $2,292+1250.2% | $3,949+683.7% | $2,755+1023.4% |
| Participant deferral / active EE | $15,252 | $4,411+245.8% | $6,276+143.0% | $4,296+255.0% |
| Admin fee / account holder | $1,236 | $7,191-82.8% | $10,363-88.1% | $6,918-82.1% |