See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $19,068 |
Filed as: MERRILL LYNCH Service code 55 · EIN 13-5674085 | Other Commissions | $13,953 |
Filed as: MML INSURANCE AGENCY LLC Service code 55 | Other Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,601 | $101,317-73.7% | $146,958-81.9% | $74,495-64.3% |
| Participation rate | 50.7% | 75.5%-24.8pp | 82.2%-31.4pp | 67.2%-16.5pp |
| Annual return | 14.13% | 8730.91%-8716.8pp | 418.34%-404.2pp | 1364.94%-1350.8pp |
| Employer contribution / active EE | $997 | $3,810-73.8% | $4,933-79.8% | $2,623-62.0% |
| Participant deferral / active EE | $2,310 | $7,303-68.4% | $8,070-71.4% | $4,346-46.8% |
| Admin fee / account holder | $166 | $1,739-90.5% | $12,998-98.7% | $1,942-91.5% |