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 8-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 |
|---|---|---|
MERRIL LYNCH2 years Filed as: MERILL LYNCH Service code 26 · EIN 13-5674085 150 N. COLLEGE STREET · CHARLOTTE, NC 28255 | Advisory (Participants) | $11,601 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $1,626 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,848 | $34,677-42.8% | $77,024-74.2% | $64,808-69.4% |
| Participation rate | 62.4% | 49.8%+12.5pp | 67.9%-5.5pp | 71.5%-9.1pp |
| Annual return | -17.17% | -5.33%-11.8pp | 42.32%-59.5pp | 32.82%-50.0pp |
| Employer contribution / active EE | $258 | $1,370-81.1% | $2,812-90.8% | $2,506-89.7% |
| Participant deferral / active EE | $1,930 | $2,556-24.5% | $4,426-56.4% | $4,310-55.2% |
| Admin fee / account holder | $264 | $179+48.1% | $5,425-95.1% | $188+40.8% |