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 STREET · CHARLOTTE, NC 28202 | Advisory (Participants) | $27,373 |
Service code 15 · EIN 01-0577649 45946 CORTE CARMELLO · TEMECULA, CA 92592 | Recordkeeping | $9,192 |
JOHN HANCOCK LIFE INSURANCE COMPANY11+ years Filed as: JOHN HANCOCK LIFE INSURANCE CO USA Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 14201 | Recordkeeping | $3,302 |
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 | $76,654 | $87,870-12.8% | $113,168-32.3% | $74,304+3.2% |
| Participation rate | 71.9% | 70.7%+1.1pp | 76.6%-4.7pp | 60.3%+11.5pp |
| Annual return | 17.73% | 26.44%-8.7pp | 24.27%-6.5pp | 29.43%-11.7pp |
| Employer contribution / active EE | $2,367 | $2,277+4.0% | $2,975-20.4% | $2,241+5.6% |
| Participant deferral / active EE | $4,377 | $4,241+3.2% | $5,107-14.3% | $3,767+16.2% |
| Admin fee / account holder | $596 | $3,368-82.3% | $12,068-95.1% | $2,969-79.9% |