Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 9-year trajectory for $4.99 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: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $16,475 |
Filed as: MERRILL LYNCH, PIERCE, F & S INC. Service code 27 · EIN 13-4674085 | Advisory (Plan) | $9,038 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,555 | $129,095-92.6% | $184,200-94.8% | $77,671-87.7% |
| Participation rate | 79.9% | 87.3%-7.4pp | 86.8%-6.9pp | 70.6%+9.3pp |
| Annual return | 9.74% | 33.29%-23.5pp | 28.80%-19.1pp | 31.21%-21.5pp |
| Employer contribution / active EE | $78 | $4,410-98.2% | $6,424-98.8% | $2,726-97.1% |
| Participant deferral / active EE | $1,867 | $7,300-74.4% | $9,132-79.6% | $4,648-59.8% |
| Admin fee / account holder | $70 | $256-72.7% | $13,907-99.5% | $430-83.8% |