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 · TYLER, TX 75703 | Advisory (Participants) | $29,217 |
PENSION ASSURANCE LLP9 years Filed as: PENSION PLANNING CONSULTANTS, INC. Service code 12 · EIN 85-0402842 6201 UPTOWN BLVD NE, SUITE 100 · ALBUQUERQUE, NM 87110 | Other fees; Consulting fees; Particip... | $14,027 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO USA Service code 15 · EIN 01-0233346 | Recordkeeping | $4,432 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $42,061 | $155,364-72.9% | $103,476-59.4% | $77,643-45.8% |
| Participation rate | 46.8% | 85.5%-38.7pp | 80.5%-33.7pp | 70.6%-23.8pp |
| Annual return | 15.23% | 19.02%-3.8pp | 23.90%-8.7pp | 31.24%-16.0pp |
| Employer contribution / active EE | $2,094 | $5,949-64.8% | $4,672-55.2% | $2,726-23.2% |
| Participant deferral / active EE | $3,564 | $8,482-58.0% | $6,623-46.2% | $4,647-23.3% |
| Admin fee / account holder | $307 | $503-39.0% | $9,413-96.7% | $430-28.8% |