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) | $36,540 |
Filed as: JOHN HANCOCK LIFE INS COMPANY USA Service code 15 · EIN 01-0233346 | Recordkeeping | $11,337 |
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 | $61,366 | $95,274-35.6% | $135,903-54.8% | $74,419-17.5% |
| Participation rate | 100.0% | 78.2%+21.8pp | 81.9%+18.1pp | 70.7%+29.3pp |
| Annual return | 19.65% | 32.77%-13.1pp | 68.23%-48.6pp | 34.38%-14.7pp |
| Employer contribution / active EE | $5,424 | $3,874+40.0% | $4,856+11.7% | $2,637+105.6% |
| Participant deferral / active EE | $6,423 | $7,782-17.5% | $7,758-17.2% | $4,528+41.8% |
| Admin fee / account holder | $219 | $266-17.6% | $10,762-98.0% | $348-37.0% |