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) | $8,088 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $678 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $28,799 | $72,607-60.3% | $90,749-68.3% | $66,914-57.0% |
| Participation rate | 31.9% | 73.7%-41.8pp | 75.7%-43.8pp | 69.8%-37.9pp |
| Annual return | -14.12% | -12.28%-1.8pp | -12.16%-2.0pp | 1.58%-15.7pp |
| Employer contribution / active EE | $967 | $2,369-59.2% | $2,921-66.9% | $2,544-62.0% |
| Participant deferral / active EE | $1,915 | $3,977-51.9% | $4,564-58.0% | $4,237-54.8% |
| Admin fee / account holder | $307 | $707-56.6% | $8,445-96.4% | $593-48.2% |