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 8-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 | Advisory (Participants) | $6,748 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO USA Service code 15 · EIN 01-0233346 | Recordkeeping | $401 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,264 | $39,019-55.8% | $80,716-78.6% | $85,850-79.9% |
| Participation rate | 36.9% | 41.5%-4.6pp | 54.2%-17.3pp | 69.3%-32.4pp |
| Annual return | 13.15% | 26.27%-13.1pp | 87.28%-74.1pp | 318.53%-305.4pp |
| Employer contribution / active EE | $995 | $722+37.8% | $1,160-14.2% | $2,565-61.2% |
| Participant deferral / active EE | $1,526 | $1,326+15.1% | $2,146-28.9% | $3,952-61.4% |
| Admin fee / account holder | $298 | $2,431-87.7% | $3,380-91.2% | $6,260-95.2% |