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) | $24,347 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $11,800 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,875 | $54,193-44.9% | $93,606-68.1% | $77,643-61.5% |
| Participation rate | 85.9% | 63.9%+21.9pp | 68.7%+17.1pp | 70.6%+15.3pp |
| Annual return | 14.35% | 30.54%-16.2pp | 133.20%-118.8pp | 31.24%-16.9pp |
| Employer contribution / active EE | $329 | $1,168-71.8% | $2,420-86.4% | $2,726-87.9% |
| Participant deferral / active EE | $3,887 | $3,144+23.6% | $4,411-11.9% | $4,647-16.4% |
| Admin fee / account holder | $246 | $576-57.3% | $8,285-97.0% | $430-42.9% |