See peer percentile detail with Solo.
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.
See the 10-year trajectory with Solo.
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 27 · EIN 13-5674085 | Advisory (Plan) | $84,310 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $37,592 |
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 | $210,429 | $132,049+59.4% | $200,582+4.9% | $74,304+183.2% |
| Participation rate | 82.6% | 84.1%-1.4pp | 86.9%-4.2pp | 60.3%+22.3pp |
| Annual return | 18.93% | 22.22%-3.3pp | 42.33%-23.4pp | 29.43%-10.5pp |
| Employer contribution / active EE | $0 | $4,558-100.0% | $6,419-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $14,920 | $7,213+106.9% | $9,331+59.9% | $3,767+296.0% |
| Admin fee / account holder | $519 | $2,405-78.4% | $16,305-96.8% | $2,969-82.5% |