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 4-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 26 · EIN 13-5674085 | Advisory (Participants) | $41,716 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $8,760 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,679 | $42,353-44.1% | $79,550-70.2% | $64,808-63.5% |
| Participation rate | 85.3% | 64.8%+20.5pp | 69.5%+15.8pp | 71.5%+13.8pp |
| Annual return | -15.66% | -12.24%-3.4pp | 0.16%-15.8pp | 32.82%-48.5pp |
| Employer contribution / active EE | $1,364 | $1,181+15.5% | $2,413-43.5% | $2,506-45.6% |
| Participant deferral / active EE | $3,213 | $3,170+1.3% | $3,985-19.4% | $4,310-25.5% |
| Admin fee / account holder | $145 | $160-9.3% | $6,832-97.9% | $188-23.0% |