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) | $19,962 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $9,380 |
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 | $28,149 | $53,165-47.1% | $86,188-67.3% | $74,419-62.2% |
| Participation rate | 81.9% | 64.9%+17.1pp | 69.0%+13.0pp | 70.7%+11.2pp |
| Annual return | 18.93% | 22.64%-3.7pp | 1168.45%-1149.5pp | 34.38%-15.5pp |
| Employer contribution / active EE | $399 | $1,210-67.0% | $2,380-83.2% | $2,637-84.9% |
| Participant deferral / active EE | $3,971 | $3,234+22.8% | $3,985-0.4% | $4,528-12.3% |
| Admin fee / account holder | $189 | $551-65.8% | $6,852-97.2% | $348-45.7% |