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) | $44,673 |
Filed as: JOHN HANCOCK LIFE INS COMPANY USA Service code 15 · EIN 01-0233346 | Recordkeeping | $12,851 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,591 | $119,446-27.5% | $150,045-42.3% | $85,563+1.2% |
| Participation rate | 98.7% | 75.4%+23.2pp | 82.3%+16.3pp | 66.0%+32.7pp |
| Annual return | 18.78% | 23.72%-4.9pp | 62.55%-43.8pp | 31.51%-12.7pp |
| Employer contribution / active EE | $6,396 | $4,078+56.8% | $4,693+36.3% | $2,654+141.1% |
| Participant deferral / active EE | $7,326 | $7,985-8.2% | $7,997-8.4% | $4,375+67.4% |
| Admin fee / account holder | $242 | $548-55.7% | $13,435-98.2% | $834-70.9% |