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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.
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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 | Advisory (Participants) | $15,001 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO. Service code 15 · EIN 01-0233346 | Recordkeeping | $408 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,938 | $87,870-54.5% | $113,168-64.7% | $74,304-46.3% |
| Participation rate | 64.7% | 70.7%-6.1pp | 76.6%-11.9pp | 60.3%+4.3pp |
| Annual return | 16.97% | 26.44%-9.5pp | 24.27%-7.3pp | 29.43%-12.5pp |
| Employer contribution / active EE | $248 | $2,277-89.1% | $2,975-91.7% | $2,241-88.9% |
| Participant deferral / active EE | $2,455 | $4,241-42.1% | $5,107-51.9% | $3,767-34.8% |
| Admin fee / account holder | $327 | $3,368-90.3% | $12,068-97.3% | $2,969-89.0% |