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) | $14,056 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $2,063 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,312 | $82,978-58.6% | $129,995-73.6% | $71,457-52.0% |
| Participation rate | 89.6% | 74.1%+15.5pp | 78.5%+11.1pp | 67.9%+21.7pp |
| Annual return | 17.31% | 20.60%-3.3pp | -137.18%+154.5pp | 28.85%-11.5pp |
| Employer contribution / active EE | $1,351 | $2,622-48.5% | $4,320-68.7% | $2,588-47.8% |
| Participant deferral / active EE | $4,034 | $4,432-9.0% | $5,820-30.7% | $4,289-5.9% |
| Admin fee / account holder | $229 | $1,729-86.8% | $10,614-97.8% | $1,587-85.6% |