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 | Advisory (Participants) | $28,412 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $2,095 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,816 | $99,957-8.1% | $149,696-38.7% | $73,488+24.9% |
| Participation rate | 76.4% | 75.7%+0.7pp | 82.5%-6.0pp | 70.7%+5.8pp |
| Annual return | 19.93% | 53.87%-33.9pp | 276.60%-256.7pp | 28.51%-8.6pp |
| Employer contribution / active EE | $2,335 | $3,191-26.8% | $4,644-49.7% | $2,270+2.8% |
| Participant deferral / active EE | $4,041 | $6,073-33.5% | $6,842-40.9% | $3,740+8.1% |
| Admin fee / account holder | $472 | $551-14.3% | $9,309-94.9% | $513-8.1% |