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 10-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 | Advisory (Participants) | $32,820 |
Filed as: MERRILL LYNCH - FAS Service code 26 · EIN 13-5674085 | Advisory (Participants) | $32,820 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO. Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,417 | $95,388-37.7% | $125,339-52.6% | $77,904-23.7% |
| Participation rate | 30.7% | 78.6%-47.9pp | 82.4%-51.7pp | 73.7%-43.0pp |
| Annual return | -15.32% | 116.19%-131.5pp | 572.05%-587.4pp | 12.21%-27.5pp |
| Employer contribution / active EE | $1,187 | $3,666-67.6% | $4,814-75.3% | $2,848-58.3% |
| Participant deferral / active EE | $2,312 | $7,711-70.0% | $7,446-68.9% | $4,806-51.9% |
| Admin fee / account holder | $265 | $119+123.0% | $10,010-97.4% | $133+100.0% |