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) | $15,715 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $1,392 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,982 | $86,655-63.1% | $119,609-73.3% | $66,914-52.2% |
| Participation rate | 85.9% | 75.6%+10.3pp | 79.3%+6.7pp | 69.8%+16.1pp |
| Annual return | -14.24% | -8.00%-6.2pp | -14.97%+0.7pp | 1.58%-15.8pp |
| Employer contribution / active EE | $1,126 | $2,536-55.6% | $4,232-73.4% | $2,544-55.8% |
| Participant deferral / active EE | $3,557 | $4,358-18.4% | $5,602-36.5% | $4,237-16.0% |
| Admin fee / account holder | $241 | $755-68.1% | $10,323-97.7% | $593-59.4% |