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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: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $67,327 |
Filed as: MERRILL LYNCH Service code 27 · EIN 12-1000358 | Advisory (Plan) | $45,747 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,306 | $53,199-31.8% | $155,567-76.7% | $199,768-81.8% |
| Participation rate | 14.7% | 64.1%-49.4pp | 78.2%-63.5pp | 72.0%-57.3pp |
| Annual return | 17.24% | 41.17%-23.9pp | 64.74%-47.5pp | 34.26%-17.0pp |
| Employer contribution / active EE | $0 | $1,852-100.0% | $4,674-100.0% | $3,037-100.0% |
| Participant deferral / active EE | $1,053 | $3,163-66.7% | $5,628-81.3% | $5,090-79.3% |
| Admin fee / account holder | $128 | $186-31.0% | $15,916-99.2% | $269-52.4% |