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) | $64,797 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO USA Service code 15 · EIN 01-0233346 | Recordkeeping | $51,086 |
Filed as: MERRILL LYNCH - FAS Service code 26 · EIN 13-5674085 150 N COLLEGE ST · CHARLOTTE, NC 28202 | Advisory (Participants) | $43,198 |
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 | $409,044 | $83,902+387.5% | $167,512+144.2% | $84,808+382.3% |
| Participation rate | 98.9% | 66.5%+32.4pp | 77.1%+21.8pp | 68.3%+30.5pp |
| Annual return | 17.69% | 91.55%-73.9pp | 1615.79%-1598.1pp | 40.90%-23.2pp |
| Employer contribution / active EE | $22,018 | $2,264+872.6% | $3,882+467.2% | $2,631+736.9% |
| Participant deferral / active EE | $16,499 | $4,442+271.4% | $6,405+157.6% | $4,212+291.8% |
| Admin fee / account holder | $1,371 | $7,915-82.7% | $9,769-86.0% | $7,344-81.3% |