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) | $36,523 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $2,858 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $80,275 | $41,078+95.4% | $80,569-0.4% | $71,457+12.3% |
| Participation rate | 63.5% | 50.2%+13.3pp | 67.0%-3.5pp | 67.9%-4.4pp |
| Annual return | 15.54% | 38.45%-22.9pp | 935.43%-919.9pp | 28.85%-13.3pp |
| Employer contribution / active EE | $2,676 | $1,506+77.7% | $2,723-1.8% | $2,588+3.4% |
| Participant deferral / active EE | $5,264 | $2,699+95.0% | $4,447+18.4% | $4,289+22.7% |
| Admin fee / account holder | $374 | $1,840-79.7% | $5,377-93.0% | $1,587-76.4% |