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 4 WORLD FINANCIAL CENTER · NEW YORK, NY 10281 | Advisory (Participants) | $6,880 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,232 | $53,777-75.4% | $134,143-90.1% | $79,858-83.4% |
| Participation rate | 80.0% | 58.8%+21.2pp | 72.2%+7.8pp | 69.6%+10.4pp |
| Annual return | 14.68% | 19.01%-4.3pp | 36.33%-21.7pp | 31.71%-17.0pp |
| Employer contribution / active EE | $372 | $1,321-71.8% | $3,704-89.9% | $2,471-84.9% |
| Participant deferral / active EE | $2,624 | $2,420+8.4% | $3,499-25.0% | $3,740-29.8% |
| Admin fee / account holder | $138 | $3,984-96.5% | $6,684-97.9% | $5,306-97.4% |