See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH Service code 26 · EIN 13-5674085 150 N COLLEGE ST · CHARLOTTE, NC 28202 | Advisory (Participants) | $8,062 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $1,038 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,214 | $58,694-57.0% | $142,863-82.4% | $85,850-70.6% |
| Participation rate | 58.9% | 58.5%+0.4pp | 71.9%-13.0pp | 69.3%-10.4pp |
| Annual return | 27.09% | 27.72%-0.6pp | 5637.54%-5610.4pp | 318.53%-291.4pp |
| Employer contribution / active EE | $325 | $1,423-77.1% | $4,144-92.1% | $2,565-87.3% |
| Participant deferral / active EE | $2,090 | $2,607-19.9% | $3,837-45.5% | $3,952-47.1% |
| Admin fee / account holder | $280 | $4,239-93.4% | $6,560-95.7% | $6,260-95.5% |