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) | $49,129 |
Filed as: MERRILL LYNCH - FAS Service code 26 · EIN 13-5674085 | Advisory (Participants) | $49,129 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,184 | $122,186-38.5% | $146,958-48.8% | $199,593-62.3% |
| Participation rate | 26.5% | 78.3%-51.8pp | 82.2%-55.6pp | 72.0%-45.5pp |
| Annual return | 16.11% | 30.56%-14.5pp | 418.34%-402.2pp | 34.25%-18.1pp |
| Employer contribution / active EE | $975 | $4,093-76.2% | $4,933-80.2% | $3,034-67.9% |
| Participant deferral / active EE | $2,136 | $8,502-74.9% | $8,070-73.5% | $5,087-58.0% |
| Admin fee / account holder | $695 | $179+288.6% | $12,998-94.7% | $269+158.4% |