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) | $30,430 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO (USA Service code 15 · EIN 01-0233346 | Recordkeeping | $1,914 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $153,881 | $86,655+77.6% | $119,609+28.7% | $66,914+130.0% |
| Participation rate | 91.1% | 75.6%+15.5pp | 79.3%+11.8pp | 69.8%+21.3pp |
| Annual return | -12.71% | -8.00%-4.7pp | -14.97%+2.3pp | 1.58%-14.3pp |
| Employer contribution / active EE | $3,048 | $2,536+20.2% | $4,232-28.0% | $2,544+19.8% |
| Participant deferral / active EE | $6,426 | $4,358+47.5% | $5,602+14.7% | $4,237+51.7% |
| Admin fee / account holder | $503 | $755-33.3% | $10,323-95.1% | $593-15.2% |