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) | $20,118 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $978 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $40,098 | $81,474-50.8% | $133,956-70.1% | $73,488-45.4% |
| Participation rate | 75.6% | 76.4%-0.7pp | 79.8%-4.2pp | 70.7%+5.0pp |
| Annual return | 20.13% | 19.40%+0.7pp | 45.09%-25.0pp | 28.51%-8.4pp |
| Employer contribution / active EE | $805 | $2,209-63.6% | $3,919-79.5% | $2,270-64.5% |
| Participant deferral / active EE | $2,640 | $3,786-30.3% | $5,048-47.7% | $3,740-29.4% |
| Admin fee / account holder | $377 | $713-47.1% | $8,927-95.8% | $513-26.5% |