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: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $20,739 |
Filed as: MERRILL LYNCH Service code 26 · EIN 13-5674085 | Advisory (Participants) | $17,168 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,855 | $53,165-10.0% | $86,188-44.5% | $74,419-35.7% |
| Participation rate | 35.6% | 64.9%-29.3pp | 69.0%-33.4pp | 70.7%-35.1pp |
| Annual return | 37.05% | 22.64%+14.4pp | 1168.45%-1131.4pp | 34.38%+2.7pp |
| Employer contribution / active EE | $967 | $1,210-20.1% | $2,380-59.4% | $2,637-63.3% |
| Participant deferral / active EE | $2,143 | $3,234-33.8% | $3,985-46.2% | $4,528-52.7% |
| Admin fee / account holder | $171 | $551-69.0% | $6,852-97.5% | $348-50.8% |