See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH Service code 26 · EIN 13-5674085 | Advisory (Participants) | $31,878 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO (USA Service code 15 · EIN 01-0233346 | Recordkeeping | $2,320 |
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 | $177,743 | $96,484+84.2% | $156,263+13.7% | $74,304+139.2% |
| Participation rate | 90.7% | 67.7%+23.0pp | 78.9%+11.7pp | 60.3%+30.3pp |
| Annual return | 12.86% | 17.73%-4.9pp | 59.47%-46.6pp | 29.43%-16.6pp |
| Employer contribution / active EE | $3,482 | $2,528+37.7% | $4,333-19.6% | $2,241+55.4% |
| Participant deferral / active EE | $7,010 | $4,286+63.6% | $6,158+13.8% | $3,767+86.1% |
| Admin fee / account holder | $604 | $3,728-83.8% | $14,255-95.8% | $2,969-79.7% |