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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 10-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) | $11,677 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $120 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,720 | $89,355-72.3% | $141,162-82.5% | $72,985-66.1% |
| Participation rate | 61.0% | 75.1%-14.1pp | 82.5%-21.5pp | 69.5%-8.5pp |
| Annual return | 21.37% | 111.85%-90.5pp | 71.39%-50.0pp | 81.00%-59.6pp |
| Employer contribution / active EE | $1,246 | $3,114-60.0% | $4,735-73.7% | $2,440-48.9% |
| Participant deferral / active EE | $4,536 | $5,418-16.3% | $6,709-32.4% | $3,607+25.7% |
| Admin fee / account holder | $427 | $5,958-92.8% | $10,261-95.8% | $5,124-91.7% |