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 STREET · CHARLOTTE, NC 28255 | Advisory (Participants) | $35,436 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $6,753 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $25,511 | $42,353-39.8% | $79,550-67.9% | $64,808-60.6% |
| Participation rate | 75.2% | 64.8%+10.5pp | 69.5%+5.7pp | 71.5%+3.8pp |
| Annual return | -17.74% | -12.24%-5.5pp | 0.16%-17.9pp | 32.82%-50.6pp |
| Employer contribution / active EE | $368 | $1,181-68.9% | $2,413-84.8% | $2,506-85.3% |
| Participant deferral / active EE | $4,095 | $3,170+29.2% | $3,985+2.8% | $4,310-5.0% |
| Admin fee / account holder | $190 | $160+19.0% | $6,832-97.2% | $188+1.2% |