See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH Service code 26 · EIN 13-5674085 150 N. COLLEGE ST. · CHARLOTTE, NC 28255 | Advisory (Participants) | $23,631 |
JOHN HANCOCK LIFE INSURANCE COMPANY10+ years Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $1,700 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,895 | $60,323-55.4% | $81,812-67.1% | $74,495-63.9% |
| Participation rate | 83.2% | 62.9%+20.3pp | 72.3%+10.8pp | 67.2%+16.0pp |
| Annual return | 14.02% | 16.90%-2.9pp | 773.79%-759.8pp | 1364.94%-1350.9pp |
| Employer contribution / active EE | $1,225 | $2,620-53.3% | $2,912-58.0% | $2,623-53.3% |
| Participant deferral / active EE | $2,413 | $3,387-28.8% | $4,319-44.1% | $4,346-44.5% |
| Admin fee / account holder | $274 | $1,486-81.5% | $7,386-96.3% | $1,942-85.9% |