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 FAS & EPS Service code 26 · EIN 13-5674085 150 N. COLLEGE ST. · CHARLOTTE, NC 28255 | Advisory (Participants) | $21,739 |
Filed as: JOHN HANCOCK LIFE INS CO Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $4,086 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $29,293 | $49,915-41.3% | $154,803-81.1% | $74,304-60.6% |
| Participation rate | 74.4% | 54.0%+20.4pp | 78.1%-3.7pp | 60.3%+14.0pp |
| Annual return | 12.48% | 34.06%-21.6pp | 58.88%-46.4pp | 29.43%-17.0pp |
| Employer contribution / active EE | $2,460 | $1,611+52.7% | $4,305-42.9% | $2,241+9.8% |
| Participant deferral / active EE | $1,984 | $2,255-12.0% | $5,540-64.2% | $3,767-47.3% |
| Admin fee / account holder | $496 | $2,189-77.3% | $14,329-96.5% | $2,969-83.3% |