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 8-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 | Advisory (Participants) | $6,499 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO USA Service code 15 · EIN 01-0233346 | Recordkeeping | $375 |
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 | $17,534 | $26,549-34.0% | $61,373-71.4% | $66,914-73.8% |
| Participation rate | 31.4% | 38.1%-6.7pp | 52.6%-21.2pp | 69.8%-38.4pp |
| Annual return | -19.67% | -16.21%-3.5pp | 338.61%-358.3pp | 1.58%-21.3pp |
| Employer contribution / active EE | $637 | $651-2.2% | $1,159-45.1% | $2,544-75.0% |
| Participant deferral / active EE | $957 | $1,338-28.5% | $2,125-54.9% | $4,237-77.4% |
| Admin fee / account holder | $294 | $409-28.0% | $2,130-86.2% | $593-50.4% |