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) | $5,619 |
Filed as: RAYMOND JAMES & ASSOC Service code 26 · EIN 59-1237041 | Advisory (Participants) | $1,013 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $500 |
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 | $14,593 | $27,641-47.2% | $61,373-76.2% | $68,494-78.7% |
| Participation rate | 50.6% | 39.5%+11.1pp | 52.6%-2.0pp | 67.9%-17.3pp |
| Annual return | -17.17% | -13.24%-3.9pp | 338.61%-355.8pp | -7.84%-9.3pp |
| Employer contribution / active EE | $465 | $695-33.1% | $1,159-59.9% | $2,596-82.1% |
| Participant deferral / active EE | $1,096 | $1,263-13.2% | $2,125-48.4% | $4,027-72.8% |
| Admin fee / account holder | $208 | $2,010-89.7% | $2,130-90.2% | $5,403-96.2% |