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 |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $33,658 |
MERRIL LYNCH3 years Filed as: MERILL LYNCH Service code 26 · EIN 13-5674085 150 N. COLLEGE STREET · CHARLOTTE, NC 28255 | Advisory (Participants) | $12,059 |
Filed as: CBIZ BENEFITS & INSURANCE SERVICES Service code 49 · EIN 31-1582098 | Other Services | $9,435 |
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 | $26,753 | $41,078-34.9% | $80,569-66.8% | $71,457-62.6% |
| Participation rate | 47.4% | 50.2%-2.8pp | 67.0%-19.6pp | 67.9%-20.5pp |
| Annual return | 25.51% | 38.45%-12.9pp | 935.43%-909.9pp | 28.85%-3.3pp |
| Employer contribution / active EE | $289 | $1,506-80.8% | $2,723-89.4% | $2,588-88.8% |
| Participant deferral / active EE | $2,416 | $2,699-10.5% | $4,447-45.7% | $4,289-43.7% |
| Admin fee / account holder | $293 | $1,840-84.1% | $5,377-94.5% | $1,587-81.5% |