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 150 N. COLLEGE ST. · CHARLOTTE, NC 28255 | Advisory (Participants) | $31,760 |
JOHN HANCOCK LIFE INSURANCE COMPANY10+ years Service code 15 · EIN 01-0233346 | Recordkeeping | $650 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,722 | $87,013-15.3% | $106,213-30.6% | $80,856-8.8% |
| Participation rate | 97.6% | 70.4%+27.1pp | 75.3%+22.3pp | 67.6%+29.9pp |
| Annual return | 11.29% | 17.05%-5.8pp | 116.14%-104.9pp | 35.59%-24.3pp |
| Employer contribution / active EE | $3,434 | $2,395+43.4% | $3,171+8.3% | $2,755+24.6% |
| Participant deferral / active EE | $1,871 | $3,986-53.1% | $5,016-62.7% | $4,296-56.4% |
| Admin fee / account holder | $394 | $8,431-95.3% | $11,033-96.4% | $6,918-94.3% |