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 | $45,136 |
Filed as: MERRILL LYNCH Service code 26 · EIN 13-5674085 | Advisory (Participants) | $43,026 |
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 | $68,861 | $56,767+21.3% | $101,794-32.4% | $85,563-19.5% |
| Participation rate | 48.7% | 57.6%-8.9pp | 69.2%-20.5pp | 66.0%-17.3pp |
| Annual return | 19.45% | 17.76%+1.7pp | 30.53%-11.1pp | 31.51%-12.1pp |
| Employer contribution / active EE | $1,592 | $1,112+43.1% | $2,289-30.5% | $2,654-40.0% |
| Participant deferral / active EE | $3,388 | $2,720+24.6% | $4,084-17.0% | $4,375-22.6% |
| Admin fee / account holder | $296 | $1,098-73.0% | $8,777-96.6% | $834-64.5% |