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 150 N. COLLEGE ST. · CHARLOTTE, NC 28202 | Advisory (Participants) | $3,132 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $833 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,245 | $86,332-58.0% | $125,175-71.0% | $65,185-44.4% |
| Participation rate | 72.1% | 75.3%-3.2pp | 79.8%-7.7pp | 70.2%+1.9pp |
| Annual return | 26.28% | 27.43%-1.2pp | 43.79%-17.5pp | 29.38%-3.1pp |
| Employer contribution / active EE | $773 | $2,040-62.1% | $3,865-80.0% | $2,177-64.5% |
| Participant deferral / active EE | $2,369 | $3,537-33.0% | $4,937-52.0% | $3,514-32.6% |
| Admin fee / account holder | $90 | $609-85.2% | $9,702-99.1% | $847-89.4% |