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: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $24,334 |
Filed as: MERRILL LYNCH & CO., INC. Service code 26 · EIN 54-2154380 800 SCUDDERS MILL ROAD · PLAINSBORO, NJ 08536 | Advisory (Participants) | $17,187 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,641 | $78,422-9.9% | $95,952-26.4% | $79,858-11.5% |
| Participation rate | 77.8% | 73.5%+4.3pp | 77.1%+0.7pp | 69.6%+8.1pp |
| Annual return | 10.14% | 19.37%-9.2pp | 91.61%-81.5pp | 31.71%-21.6pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,049 | $3,440-11.4% | $4,167-26.8% | $3,740-18.5% |
| Admin fee / account holder | $402 | $5,622-92.8% | $6,795-94.1% | $5,306-92.4% |