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 150 N. COLLEGE ST. · CHARLOTTE, NC 28255 | Advisory (Participants) | $18,020 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $925 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,284 | $51,197-58.4% | $82,719-74.3% | $66,914-68.2% |
| Participation rate | 77.0% | 67.8%+9.1pp | 72.6%+4.4pp | 69.8%+7.2pp |
| Annual return | -17.31% | -9.64%-7.7pp | 701.18%-718.5pp | 1.58%-18.9pp |
| Employer contribution / active EE | $962 | $2,611-63.2% | $3,009-68.0% | $2,544-62.2% |
| Participant deferral / active EE | $1,989 | $3,458-42.5% | $4,395-54.7% | $4,237-53.0% |
| Admin fee / account holder | $243 | $416-41.5% | $5,329-95.4% | $593-59.0% |