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 | Advisory (Participants) | $17,885 |
Filed as: JOHN HANCOCK LIFE INS Service code 15 · EIN 01-0233346 | Recordkeeping | $814 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,519 | $82,664-42.5% | $125,339-62.1% | $68,494-30.6% |
| Participation rate | 94.5% | 75.0%+19.5pp | 82.4%+12.2pp | 67.9%+26.7pp |
| Annual return | -16.98% | -5.97%-11.0pp | 572.05%-589.0pp | -7.84%-9.1pp |
| Employer contribution / active EE | $3,950 | $3,381+16.8% | $4,814-17.9% | $2,596+52.1% |
| Participant deferral / active EE | $11,354 | $6,110+85.8% | $7,446+52.5% | $4,027+181.9% |
| Admin fee / account holder | $291 | $6,275-95.4% | $10,010-97.1% | $5,403-94.6% |