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 150 N. COLLEGE STREET · CHARLOTTE, NC 28202 | Advisory (Participants) | $2,746 |
Filed as: MERRILL LYNCH-FAS Service code 26 · EIN 13-5674085 150 N. COLLEGE STREET · CHARLOTTE, NC 28202 | Advisory (Participants) | $2,746 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $258 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,103 | $65,061-61.4% | $143,757-82.5% | $66,914-62.5% |
| Participation rate | 42.6% | 65.2%-22.6pp | 80.3%-37.7pp | 69.8%-27.2pp |
| Annual return | -17.29% | -11.14%-6.2pp | -0.04%-17.3pp | 1.58%-18.9pp |
| Employer contribution / active EE | $230 | $2,361-90.2% | $4,951-95.3% | $2,544-90.9% |
| Participant deferral / active EE | $1,958 | $2,919-32.9% | $5,637-65.3% | $4,237-53.8% |
| Admin fee / account holder | $276 | $502-45.0% | $14,673-98.1% | $593-53.5% |