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) | $27,374 |
USI CONSULTING GROUP1 year Filed as: USI CONSULTING GROUP, INC. Service code 13 95 GLASTONBURY BLVD · GLASTONBURY, CT 06033 | Contract Administrator | $10,777 |
JOHN HANCOCK LIFE INSURANCE COMPANY11+ years Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $1,470 |
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 | $33,202 | $56,317-41.0% | $71,209-53.4% | $74,304-55.3% |
| Participation rate | 83.9% | 55.1%+28.8pp | 73.8%+10.2pp | 60.3%+23.6pp |
| Annual return | 17.52% | 42.83%-25.3pp | 282.51%-265.0pp | 29.43%-11.9pp |
| Employer contribution / active EE | $1,333 | $2,160-38.3% | $2,721-51.0% | $2,241-40.5% |
| Participant deferral / active EE | $2,715 | $2,788-2.6% | $4,175-35.0% | $3,767-27.9% |
| Admin fee / account holder | $312 | $2,290-86.4% | $5,349-94.2% | $2,969-89.5% |