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) | $45,718 |
Filed as: JOHN HANCOCK INSURANCE COMPANY Service code 15 · EIN 01-0233346 | Recordkeeping | $3,797 |
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 | $102,493 | $91,407+12.1% | $135,903-24.6% | $71,457+43.4% |
| Participation rate | 85.9% | 75.7%+10.2pp | 81.9%+4.0pp | 67.9%+17.9pp |
| Annual return | 18.06% | 29.90%-11.8pp | 68.23%-50.2pp | 28.85%-10.8pp |
| Employer contribution / active EE | $3,187 | $3,703-13.9% | $4,856-34.4% | $2,588+23.2% |
| Participant deferral / active EE | $6,036 | $7,092-14.9% | $7,758-22.2% | $4,289+40.7% |
| Admin fee / account holder | $468 | $1,266-63.0% | $10,762-95.7% | $1,587-70.5% |