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) | $42,342 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $2,792 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,687 | $104,475+1.2% | $159,436-33.7% | $79,386+33.1% |
| Participation rate | 80.1% | 76.6%+3.5pp | 82.8%-2.7pp | 70.7%+9.4pp |
| Annual return | 15.98% | 67.95%-52.0pp | 263.57%-247.6pp | 116.85%-100.9pp |
| Employer contribution / active EE | $2,630 | $3,417-23.0% | $4,829-45.5% | $2,427+8.4% |
| Participant deferral / active EE | $4,754 | $6,467-26.5% | $7,352-35.3% | $4,046+17.5% |
| Admin fee / account holder | $582 | $711-18.2% | $10,799-94.6% | $626-7.1% |