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 Service code 26 · EIN 13-5674085 | Advisory (Participants) | $32,812 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $1,877 |
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 | $68,687 | $37,393+83.7% | $77,024-10.8% | $66,914+2.6% |
| Participation rate | 71.5% | 52.9%+18.7pp | 67.9%+3.6pp | 69.8%+1.7pp |
| Annual return | -15.75% | -3.29%-12.5pp | 42.32%-58.1pp | 1.58%-17.3pp |
| Employer contribution / active EE | $2,850 | $1,531+86.2% | $2,812+1.3% | $2,544+12.0% |
| Participant deferral / active EE | $6,090 | $2,617+132.7% | $4,426+37.6% | $4,237+43.7% |
| Admin fee / account holder | $355 | $567-37.4% | $5,425-93.5% | $593-40.2% |