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 STREET · CHARLOTTE, NC 28255 | Advisory (Participants) | $38,630 |
JOHN HANCOCK LIFE INSURANCE COMPANY11+ years Service code 15 · EIN 01-0233346 | Recordkeeping | $510 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $246,668 | $49,915+394.2% | $154,803+59.3% | $74,304+232.0% |
| Participation rate | 88.3% | 54.0%+34.4pp | 78.1%+10.3pp | 60.3%+28.0pp |
| Annual return | 16.10% | 34.06%-18.0pp | 58.88%-42.8pp | 29.43%-13.3pp |
| Employer contribution / active EE | $4,615 | $1,611+186.4% | $4,305+7.2% | $2,241+105.9% |
| Participant deferral / active EE | $9,701 | $2,255+330.3% | $5,540+75.1% | $3,767+157.5% |
| Admin fee / account holder | $565 | $2,189-74.2% | $14,329-96.1% | $2,969-81.0% |