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 - FAS/EPS Service code 26 · EIN 13-5674085 150 N. COLLEGE ST. · CHARLOTTE, NC 28202 | Advisory (Participants) | $41,253 |
Filed as: JOHN HANCOCK INSURANCE COMPANY Service code 15 · EIN 01-0233346 | Recordkeeping | $3,433 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $89,359 | $84,487+5.8% | $125,339-28.7% | $66,914+33.5% |
| Participation rate | 87.8% | 76.4%+11.4pp | 82.4%+5.5pp | 69.8%+18.0pp |
| Annual return | -15.86% | -8.39%-7.5pp | 572.05%-587.9pp | 1.58%-17.4pp |
| Employer contribution / active EE | $3,076 | $3,553-13.4% | $4,814-36.1% | $2,544+20.9% |
| Participant deferral / active EE | $5,649 | $6,781-16.7% | $7,446-24.1% | $4,237+33.3% |
| Admin fee / account holder | $459 | $685-33.0% | $10,010-95.4% | $593-22.7% |